Iain Valentine

Iain Valentine is an experienced financial professional with a comprehensive background in financial planning and advisory services. Currently serving as a Financial Planner at Advanta Wealth Ltd since June 2016, Iain applies a disciplined approach to portfolio management utilizing specialist services from Schroders and Rayner Spencer Mills Research. Previous roles include Managing Director at One Wealth Management Ltd, where financial planning services were provided to help clients manage their wealth, and Operations Director at Attivo Group Limited, where Iain developed a boutique SIPP proposition and associated asset management strategies. Iain's career also includes substantial experience as a Business Consultant at LV=, Director at One Integrated Solution Limited, and Manager of the AMP Financial Planning team in New Zealand. Iain's educational credentials include a DipSM in Superannuation Management from Macquarie University and an Associateship from the Australian & New Zealand Institute of Insurance and Finance.