Ian Helmore

Financial Planner, SA

 

Phone: 1800 093 074

Email: enquiries@bridges.com.au


About Ian

Ian is a Financial Planner for Bridges Financial Services covering the Limestone Coast region.

Ian has been working in the financial services industry for over 40 years across major banks and financial planning businesses. 

He brings a depth of experience helping his clients to plan their pre-retirement and retirement strategies, and achieve their financial and lifestyle goals.

Education and Experience 

Ian holds the following qualifications:

  • Certified Financial Planner (CFP®) 

  • Graduate Diploma Financial Planning 

  • Diploma Financial Planning

  • Accredited for Self-Managed Superannuation Funds (SMSF)

What my clients say

“Ian has challenged our investments and explained why it would be beneficial to change some of them and making the process quite easy. 

He spent time getting to know our goals as we moved closer to retirement, explaining options and pathways to us in a language we could understand”

Outside of work

Ian enjoys good food and wine around South Australia as well as spending time with his wife and three adult children. He is always happy to converse about his favourite sporting teams including the Adelaide Crows, Adelaide 36ers and North Queensland Cowboys.

Let's talk

When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.