The Executive Team
I’ve enjoyed living and working in Sydney for some of Australia’s largest financial institutions, where I held various advice and leadership roles in Financial Planning and Banking. I'm very passionate about financial advice and how it can change people’s lives.
Having had the opportunity to work with some of the best professionals in Wealth Management in Australia and the UK, the experience has helped shape my philosophy and helped us always prioritise our clients’ needs first.
At Wealth Peak, we seek to work with our clients to help them maintain their lifestyle for today and create wealth to achieve their financial freedom for the future.
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Ian has been in the life insurance industry for over 38 years, having successfully run practices in two countries. Ian moved to Australia from South Africa in 1988 and began a young family in Sydney. Ian’s passion for the industry is due to the numerous times he has been fortunate to witness his clients’ lives being changed as a result of having suitable and adequate insurance. Being able to witness, first hand, the incredible difference that his advice can make to the livelihood of a family is what he finds so rewarding.
Ian is a long time and current member of MDRT, the world’s Premier Association of Financial Professionals and each year has obtained Top of The Table status ranking him among the very best in the profession.
Ian has developed a standing and reputation in the industry which is a testament to the service and solutions he has offered his clients over many years.
Brent is a Financial Adviser and has been in financial services since 2009. Brent has extensive experience in wealth protection advice, having worked with one of the largest insurers in Australia prior to beginning his career in financial advice. When Brent is not working for his clients, he is an avid viewer and participant in a wide range of sports, including football, Aussie rules, cricket and basketball.
Bachelor of Commerce from the University of New South Wales (Majoring in Finance and International Business)
Bachelor of Economics from the University of New South Wales (Majoring in Economic History)
Diploma of Financial Services
Accredited SMSF adviser
Member of the Association of Financial Advisers