Ian McRae in

Ian McRae

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Financial Planner at Equip Super
📍 Greater Perth Area, Australia

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
Financial Planner
Location
Greater Perth Area, Australia
Personality Overview

How Ian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2012
Financial Planner
Equip Super
2010 - 2012
Financial Planner
Hostplus
2009 - 2010
Financial Advisor
Knight Financial Advisors
3-2008 - 7-2009
Executive Business Investment Planner
Westpac
2006 - 2008
Financial Planner
Infocus Money Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2004
CFP
Deakin University
2000 - 2002
Diploma of Financial Planning
Deakin University
1994 - 1994
Graduate Diploma in Banking and Finance
Curtin University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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