Helping you toward a prosperous future
Director Financial Planner
Ian John Davidson is an Authorised Representative No. 230154 of Clearview Financial Advice Pty Ltd (Clearview) AFS Licence No 331367.
Background & Experience
Ian draws on over 30 years of professional experience in the Financial Services Industry when formulating customised financial strategies for his clients. Ian began his career in 1981 working for the large national chartered accountant firm, Duesburys, where he soon became Tax Manager, a position he held until July 1988. He later became Director of that same firm's separate financial services company that specialized in superannuation and investment advice. Ian held this Directorship until December 1992.
In 1993, Ian joined Ellwood Barry McPherson Pty Ltd (EBM) as Director and equal shareholder where he provided superannuation and investment advice to clients for 10 years. He is now the Director of his own financial planning practice established on 1st July 2003, Davidson Financial Group Pty Ltd (DFG). DFG is the Trustee for the Davidson Financial Group Unit Trust, an Authorised Representative 230197 of Clearview. At DFG Ian continues to specialise in superannuation and investment advice, combining these skills to formulate the complete plan.
Ian has lectured extensively on superannuation and financial planning for the Institute of Chartered Accountants, the Certified Practitioners Association, the Securities Institute of Australia, and the Taxation Institute. He has also been an active member of the Institute of Chartered Accountants Committee for Continued Education that meets monthly to decide training for the State Chartered Accountants.
Ian has been the recipient of the Top 50 Advisers in Australia Master Class Award given by Personal Investor Magazine.