Meet The Team

Whether you're looking for financial planners, accounting, tax, business advisory or SMSF specialists to help you achieve your goals, Strategic Wealth Services has a team of dedicated financial professionals here just for you.

As one of the leading financial advisory firms in Victoria, we’ve been helping hundreds of Australians manage their financial affairs, and we are confident and ready to extend the same quality service to you.

Ian Morrison

Joint Managing Director

Ian oversees Strategic Wealth Services’ culture of empathy, accountability and high ethical standards that translate into excellent quality service. Ian also plays a hand-on role as Senior Financial Planner, developing strategies to help clients manage their financial affairs and meet their life goals.

Ian over 25 years’ experience in the financial services industry and started his financial planning career at National Australia Bank (nab). Since then he has built specialist expertise in investment portfolio management, age pension and Centrelink matters, as well as superannuation management.

Having overseen the growth of Strategic Wealth Services from a three-person financial planning firm to a multi-disciplined business, Ian understands the needs of small to medium business and the support required to meet day-to-day financial challenges.

Ian has a Diploma of Financial Planning, is a Certified Financial Planner and is a current member of the Financial Planning Association (FPA) and the SMSF Association.

Michael Houlihan

Joint Managing Director

Michael’s professional experience includes more than 30 years of senior leadership in superannuation and financial services. His roles have included CEO of Mainstream Superannuation Services, CEO of Combined Super and Head of Product and Technical Services at both Goldman Sachs JB Were Investment Management and Vanguard Investments Australia.

Currently, Michael is a Director and the Victorian Community Chair of the SMSF Association.

Michael has a passion for providing personalised services and considers this vital for maintaining continued trusted relationships in the financial planning world. He has a Diploma of Superannuation Management, a Graduate Certificate of Business Administration and is a Justice of the Peace.

James Stephen

Strategic Financial Planner

James is a Certified Financial Planner and small business expert. He has been helping clients and their families with their financial affairs for 15 years.

Having run his own business, James is among a few financial planning experts in Melbourne who specialise in the needs of business owners and entrepreneurs. James helps his clients grow, protect and exit their business when the time comes.

James has also been a lecturer in financial planning for small business at Monash University, currently hosts The Money Show on 3WBC Melbourne and in 2017 published a book: 'The Retirement Myth – Why most small business owners can’t afford to retire and what to do about it'.

James holds a Bachelor of Commerce (Economics and Finance), an Advanced Diploma of Financial Services (Financial Planning) and a Certificate IV in Finance and Mortgage Broking, as well as Kaplan’s Self-Managed Superannuation Fund program.

To learn more about our services and how our team can help you manage your financial affairs, call Strategic Wealth Services on (03) 9896 5100. A financial advisor near Melbourne will be more than happy to answer your queries.