Financial Plan Enquiry

Don’t know what a financial plan is?

Have no idea where you should be at this stage of life?

Complete the below form and Ian will contact you to arrange a time to discuss your financial needs:



Sold By: Ian von Berg


Ian von Berg has over 30 years experience advising individuals on how they can accumulate and manage their assets. Ian’s expertise involves working with his clients to ensure that they manage their affairs efficiently and that they have effective strategies in place to meet their current and future needs.

Ian is a member of the Financial Planning Association of Australia and holds the following qualifications:

  • Graduate Diploma in Applied Finance & Investment
  • Diploma of Financial Planning
  • CERTIFIED Financial Planner™

Ian is an Authorised Representative of Charter Financial Planning
Ian’s interests are food, golf and travel. He immigrated to Australia in 1979 and has four children.

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