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Ian Holliday
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Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Ian Holliday

Head of Research & Managed Accounts Investment Committee Asset Consultant

Ian Holliday, Head of Research & Managed Accounts – Lifespan Financial Planning & Yield Financial Planning.  With over 25 years of experience in global financial markets, Ian has extensive expertise in investment analysis and portfolio management.

His career began in London’s investment banking sector during the late 1990s, and he has since established himself as a respected figure in the Australian financial services industry. Prior to joining Lifespan, Ian served as Head of Research at Entireti, formed through the merger of Australian Unity Personal Financial Services and Fortum Private Wealth. As a member of the Yield Investment Committee, Ian plays a crucial role in shaping the firm’s investment strategies and portfolio solutions. He holds a Graduate Diploma in Applied Finance (Majoring in Financial Markets).

Ian Holiday, Head of Research & Managed Accounts at Yield Financial Planning.
Ian Holiday, Head of Research & Managed Accounts at Yield Financial Planning.
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Yields, 'The Good Fortune Guide Ebook' available for free download.

Free Consultation

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.