Isaac Montaner

Isaac provides his clients with bespoke advice in line with their financial and lifestyle objectives. His ability to remain steadfast through market cycles, transparent communication style, and capacity for providing holistic advice allow him to form valued advice partnerships with his clients.

Prior to joining BDO Private Wealth Advisers in 2020, Isaac worked in a multi-family office assisting high net-worth families with their succession and capital needs. Isaac is currently a member of BDO Private Wealth Advisers’ Investment Committee which is responsible for reviewing and managing BDO’s overall investment approach, systems, and framework within which the business operates.

Services

• Investment strategy development
• Portfolio construction and ongoing management
• Superannuation and pre-retirement planning
• Debt and cash flow management

Qualifications

• Bachelor of Commerce (Finance)
• Diploma of Financial Planning

Affiliations

• Member of the Financial Planning Association of Australia (FPA)