Centric Wealth

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Ian Bacon


Ian's professional experience spans across financial services, accounting and taxation. Prior to joining Centric Wealth, he worked at a top tier accounting firm for 8 years.

Ian holds a Diploma of Financial Planning, a Bachelor of Business, and is a member of the Institute of Chartered Accountants in Australia.

Ian’s diverse experience and broad education enable him to create financial strategies to achieve his clients’ needs and long term financial goals.

Educational qualifications and Professional Memberships

  • AFR® Member of the Financial Planning Association of Australia (FPA)
  • Bachelor of Business – University of Technology Sydney
  • Diploma of Financial Planning – Kaplan Professional
  • Member of the Institute of Chartered Accountants in Australia
        
Contact Ian
(02) 9250 6500
 email Ian


Read more about Managing your Wealth

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Superannuation and Retirement Strategies

Family Office Services

Portfolio Management

Investment Opportunities and Funds

Client Investment Administration

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