The Financial Planning Association of Australia The Financial Planning Association of Australia

Ian Byrne, CFP®


Name Ian Byrne, CFP®
Company Evolution Financial Pty Ltd
Address SUITE 6 254-256 Mulgrave Road
Westcourt, QLD 4870
Phone 07 40416299
Email [email protected]
Website www.evolutionqueensland.com.au

Ian graduated from Deakin University with the ‘Top Graduate for Queensland’ honours taking out the BT Prize, and was fourth overall in Australia. Since 1995 Ian has held positions in both national and local planning organisations as a Director and Senior Financial Planner, including a National Accounting chain that locally boasted 10 Accounting Directors and over 80 staff.

Ian is a CFP member of the Financial Planning Assoc of Australia and has been a board member of a national advisory board for the Australian financial planning component of an international accounting affiliation. He has particular expertise in the areas of self-managed super funds, retired and pre-retiree clients, asset protection and legal tax saving strategies for high net worth clients, business succession, estate planning and intergeneration wealth preservation strategies.

He is experienced in all facets of planning having dealt with multi-million dollar investment portfolios and corporate advice. Servicing a wide variety of clients, Ian’s clients predominantly are high net worth retirees, business owners and professionals including clients in the areas of Accounting, Medicine, Law, Rural Landholders and Farmers, Ex-City Councillors and CEOs and Directors of significant commerce.

Ian has been instrumental in founding and ensuring the success of six businesses and has accumulated a wealth of experience working closely with Accountants and high-level Lawyers to get the best for his clients.

On a philanthropic note, Ian has also been involved in setting up Charitable Trusts or Private Ancillary Funds for ultra-high net worth families, as well as managing investment portfolios for Trustees of Court Ordered Protective Trusts for disabled children. On a pro bono basis, Ian currently supports a multi-million dollar private foundation with time, experience and guidance as a Director at a board level.

At a personal level Ian has played indoor volleyball for Qld at a National League level and still enjoys a hit of beach volleyball, going to the gym, camping and financing two very likeable but unfortunately very intelligent children (OP1 & OP2) through university.

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