Ian Fernandez
Client Services Lead
Client Services Lead with nearly five years in Australian financial services, combining paraplanning experience with hands-on operations leadership.
Read moreAreas of focus
- Client services operations
- Advice implementation support
- Administrative team leadership
- Compliance and process quality
- Provider and adviser coordination
About Ian
Ian graduated with a degree in Computer Science and a Master's in Business Administration before pursuing a career in financial planning. With nearly five years of experience in the Australian financial industry, he has worked across both paraplanning and administrative roles, including hybrid responsibilities supporting client-focused advice and complex operational tasks. Ian now focuses on client services and leads the administrative team, overseeing end-to-end operations, complex implementations, client data integrity, and compliance support while liaising with providers and advisers. Outside work, Ian values work-life balance through gym sessions, jogging, and sports. He is a Taekwondo black belt and a two-time table tennis champion at his previous company.
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