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Associates

Ian Dalley

Ian Dalley, Financial Planner - Investment Manager

Christchurch
Phone: 64-3-379 2430
Mobile: 021-227 2067
Email: i.dalley@DuncanCotterill.com
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Ian has been employed by Duncan Cotterill since 1987, firstly as an Estates Administrator, and was appointed General Manager of our Trust Division in April 1994.

Prior to 2000, the main focus of his role at Duncan Cotterill was the administration of estates and the management of estate investment portfolios. In recent years he has become involved in the establishment of the firm’s Financial Planning Services and has specialised in providing investment advice and management to individual clients and trusts.

He was approved as a Institute of Financial Advisors (IFA) Certified Financial Planner in April 1997, having been a Provisional Member of the FPIA (previously IAFP) since 1992.

Ian's Areas Of Practice:

 
+ Investment Advisory
 
 
 
 
 

Other Consultants/Managers:

Location http://www.duncancotterill.com/index.cfm/1,86,0,43,html

Wellington Auckland Sydney Nelson Christchurch