WhyWEALTHCORP?
When it comes to Financial Planning, Ian and Ash are the perfect pairing. Experienced, compassionate and driven, they bring a calm and deeply knowledgeable approach to all that they do.
Ian established Wealthcorp in 2000, when he saw the need for bespoke Financial Planning that delivered a personal and efficient service with high integrity. Ian and Ash quickly developed a reputation for providing a service that focused on empowering clients. This has been their signature style and their loyal client base is testament to its success.
Built on the principles of collaboration, information and communication the Wealthcorp process is interactive, values driven and prioritises the client’s vision, goals and lifestyle choices.
OurPromise
We provide you with appropriate advice tailored to your needs, that allows you to take control of your financial affairs, achieve your goals and enjoy a lifestyle in keeping with your unique values.
Your values are those qualities and principles that are intrinsically important or desirable to you. Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.
lanDavies
Founder and Director
Ian is a great believer in empowering people to take control of their financial affairs. He’s passionate about giving his clients the information they need to make decisions that help them reach their goals. Ian is a great teacher; patient, knowledgeable and enthusiastic and that’s one of the reasons clients feel in safe hands when working with him. The other reason is his high standards. Ian values quality and it’s this hallmark that has been his enduring legacy.
Having studied Business and Accountancy at University, Ian went on to practice as a Chartered Accountant for 20 years and a further 20 years as a Certified Financial Planner. And it’s this depth and breadth of experience that really sets Ian apart. His passion for professional development and impressive repertoire of experience is always growing…
lanDavies
Founder and Director
CFP, CA Financial Planning Specialist, Registered Tax (Financial) Adviser, Accredited Aged Care Professional
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AshNicol
Director
Ash has a natural way with people that makes his clients feel instantly at ease. This quality stems from his genuine interest in hearing about their lives, dreams and goals, which is why he’s so suited to his current role in Financial Planning. And clients love working with Ash, remarking on his gracious approach in all their dealings with him.
Ash is a dedicated Financial Planner, having graduated with a Bachelor of Business(Honours in Finance) in 1995. Since then he’s completed a Graduate Diploma in Financial Planning, followed by his Certification as a Financial Planner in 2002. Eight years later he consolidated his expertise in SMSFs and added Self-Managed Super Fund Specialist to his raft of qualifications.
AshNicol
Director
CFP, B.Bus (hons), SSA, SMSF Specialist Adviser™, Registered Tax (Financial) Adviser, Accredited Aged Care Professional
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CathrynBarker
Client Services Manager
Cathryn is a well-known face in the Wealthcorp office, a friendly voice on the phone and a listening ear in times of need. She loves meeting people from all walks of life and getting to know them, their stories and building long-term relationships. With her great sense of humour, meticulous organizational skills and sociable personality she has been an invaluable member of the Wealthcorp team for over 9 years.
Growing up in Tasmania, Cathryn loved horses, the outdoors and continues to lead an active lifestyle. Now she spends her time enjoying dance classes especially tango and other Latin dance styles. She’s also a keen snorkeler, taking part in snorkeling safaris around Rottnest Island and always keeping an eye out for her next favourite beach!
