Ian Henry Financial Services Pty Ltd is a boutique financial planning firm with its own Australian Financial Services Licence (No. 327056) offering quality financial advice and portfolio management.

Ian Henry Financial Services Pty Ltd was established in 2002 by Ian Henry, Principal and Managing Director of the firm and the business has grown consistently on the back of high quality personalised service and strong word-of-mouth referrals.

Your Financial Adviser will be Ian Henry, who specialises in:

  • Investments
  • Insurance (Life, Total and Permanent Disablement, Trauma and Income Protection)
  • Superannuation strategies
  • Retirement planning
  • Estate planning

At Ian Henry Financial Services Pty Ltd, we consider all of your needs and customize a plan to help you achieve your financial and lifestyle goals. We offer regular reviews of your situation to ensure that your financial plan continues to meet your current and future needs.

Ian has completed a Diploma in Financial Planning and has also achieved the highest Financial Planning designation of Certified Financial Planner (CFP). Ian is a member of the Association of Financial Advisers Ltd and the Financial Planning Association of Australia.

Ian also has the following qualifications:

  • Bachelor of Business Studies (Banking and Finance)
  • Fellow of the Financial Services Institute of Australasia

Ian Henry Financial Services Pty Ltd is a Financial Planning Association Professional Practice and a member of Financial Ombudsman Service Limited.

Connect with Ian Henry on LinkedIn – Click Here

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