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Ian Finney

Senior Financial Planner at Dunsford Financial
Intro Book
Ian Finney, a seasoned Senior Financial Planner with 9 years of experience, holds a Bachelor of Business Accounting degree and proficiency in English and French, offering expertise in Wealth Management, Financial Planning, and more.
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Location
Hawthorn, Victoria, Australia, AU
Languages
  • English -
  • French -
Skills
  • Wealth Management
  • Financial Planning
  • Investments
  • Tax Planning
  • Superannuation
  • Show all
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Bio

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Topline AI
Ian Finney is a seasoned financial professional with expertise in wealth management, financial planning, and investments. With over 9 years of experience as a Senior Financial Planner at Dunsford Financial, Ian has developed a strong track record of providing tailored advice to clients across various industries. Ian holds a Bachelor of Business Accounting degree from Melbourne High School and Caulfield Institute of Technology, and is proficient in English and French languages.

Credentials

  • Diploma of Financial Planning, Aged Care Accreditation
    -
    Dec, 2015
    - Jun, 2026
  • Accounting Degree
    Caulfield Institute of Technology
    Feb, 1981
    - Jun, 2026

Experience

Education

  • 1975 - 1981
    Melbourne High School, Caulfield Institute of Technology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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