About Us

Our Team

 

Ian Blieschke CFP, Dip FP,   Director and Senior Advisor

Member FPA

Ian has a Diploma of Financial Planning and is a Certified Financial Planner with over 25 years experience in the Financial Services industry. He is a member of the Financial Planning Association and is the senior financial planner and director of Holdfast Life & Invest Pty Ltd.

Ian is one of a very few Financial Planners with the expertise to specialise in Risk Insurance, for both corporate and individual clients.

He joined Prudential Insurance as a Life Agent in 1986 and had extensive experience as a Sales Manager, managing Life Agents and Financial Planners for National Mutual and Legal & General.

In 1994, Ian and his wife Judy, established a financial planning practice, Ian Blieschke & Associates, at Blackwood in the Adelaide Hills. This highly successful business was sold in 2004.

Ian is a past board member of St. Peter’s Woodlands School Glenelg and Scotch College Mitcham.

Ian is an Authorised Representative of Millennium3 Financial Services and is authorised to provide advice and deal in relation to the following products:

  • Life Insurance products
  • Superannuation
  • Life Investment products
  • Retirement Savings Accounts
  • Managed Investment Schemes
  • Securities
  • Deposit & Payment products

 

Judy Blieschke ADFS(FP),    Marketing and Business Development Manager

Judy has an advanced diploma of Financial Services (Financial Planning) and has been working in the Financial Services Industry for over 20 years. Prior employment was within the media, as a television presenter and sales for Fairfax publications.

Prior to obtaining her ADFS(FP) qualification in 2006, Judy was a director and office manager of Ian Blieschke & Associates. She is the Marketing and Business Development Manager for Holdfast Life & Invest Pty Ltd. Judy’s role is marketing and business relationship building between our referral partners.

 

Ellen Carbone,   Office Manager

Ellen has been in the Financial Services Industry for over 25 years, primarily as an Office Manager for Financial Planning practices.

Ellen is responsible for:

  • Organisation and coordination of compliant office operations and procedures
  • Preparation and dispatch of all client correspondence
  • Monitors the progress of client policy application to implementation, to assist in completion in a timely and efficient manner
  • Liaises with clients to facilitate ongoing service

 

Michelle Griffiths,   Para Planner

Michelle is responsible for:

  • Preparation of all Statements of Advice (SOA) documentation, detailing Ian’s recommendations for their clients’ consideration
  • Assists with research, risk analysis and insurance quotations

 

Please contact us if you would like to speak to any one of our representatives.

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