Angus Dockrill Email & Phone Number

Angus is a professional Financial Advisor for successful people and their families in the Sydney area. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. Angus, a founding partner of IMFG, is passionate about helping people reduce financial complexity so they can enjoy more of life. With a team of specialists at his disposal, he uses a consultative process to gain a detailed understanding of his clients deepest values and goals. He then employs customised recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with Angus to:~ Develop and implement a comprehensive wealth management plan to help them reach their financial dreams (and those of their family).~ Make smarter decisions in today's uncertain political, economic and social environment.~ Obtain an independent second opinion from a top financial advisor in their community.Previously, Angus spent eight years as a financial advisor at Ipac Securities where he was fortunate to be mentored by some of the professions pre-eminent advisors and business minds. In turn Angus has enjoyed mentoring newer advisors and finance professionals. In his first year at Ipac Securities he was recognised as the inaugural winner of the CEO's Rising Star of the Year award. Angus is a recognised leader in the Sydney financial advisor community serving on the North Shore sub-committee of the SMSF Association as well as the OKGA Networking and Mentoring sub-committee. He has been interviewed on a number of occasions on Sky Business TV on issues including how to navigate and benefit from the Global Financial Crisis and how planning for the certainty of uncertainty will allow you to make smarter decisions with your money.

Listed skills include Wealth Management, Wealth, Financial Advisory, Financial Services, and 36 others.