IAN DAVIDSON

FINANCIAL PLANNER

Ian draws on over 30 years of professional experience in the Financial Services Industry when formulating customised financial strategies for his clients.

Over this time Ian has held senior roles in Accounting and Financial Advice practices within Queensland. This then led Ian to establishing his own practice, Davidson Financial Group, that under his directorship followed a successful growth journey. His specialist skills in superannuation and investment advice, partnered with forming strong relationships with his clients ensures a complete plan is created and executed to see them reach their financial goals.

Ian has lectured extensively on superannuation and financial planning for the Institute of Chartered Accountants, the Certified Practitioners Association, the Financial Services Institute of Australia, and the Taxation Institute and has been the recipient of the Top 50 Advisers in Australia Master Class Award given by Personal Investor Magazine.

Outside of work Ian and his wife Colleen enjoy travelling and spending time with their 2 children and grandchild. Ian keeps very active also with his passion for golf.

Varsity Lakes Office

Phone: 07 5580 9489

Address:
Suite 1303, Lakeside 2, Bermuda Point
1 Lake Orr Drive, Varsity Lakes QLD 4227

Email: [email protected]

Mailing Address:
PO Box 1040 Burleigh Heads QLD 4220

Kirra Office

Phone: 07 5536 1301

Address:
60 Musgrave Street, Kirra QLD 4225

Email: [email protected]

Mailing Address:
PO Box 855, Coolangatta QLD 4225

Brisbane City Office

Phone: 07 3067 7960

Address:
Suite 3, Level 25
215 Adelaide Street, Brisbane City QLD

Email: [email protected]

Mailing Address:
PO Box 845, Brisbane QLD 4001

Brisbane South Office

Phone: 07 3392 0077

Address:
Level 1 Suite 2 4 Clunies Ross Ct, Eight Mile Plains Qld 4113

Email : [email protected]

Mailing Address:
Suite 375, 7 Clunies Ross Ct,
Eight Mile Plains QLD 4113.

Mermaid Beach Office

Phone: 07 5534 5885

Address:
Level 1, 8/2431 Gold Coast Highway, Mermaid Beach QLD 4218

Email : [email protected]

Mailing Address:
PO Box 164, Mermaid Beach QLD 4218.

Signate Private Wealth is an Authorised Representative of SGN Financial Pty Ltd ABN ABN 40 120 395 904, AFSL 490523.

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