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Mr Ian McFarlane
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Level 4
PO Box 1300
190 Flinders Street
Adelaide
SA
5001
Australia

Email: ian.mcfarlane@cmsca.com.au
Telephone: +61 8 8407 1300
Website: www.cmsca.com.au
Practice Areas: Contentious trusts and estates, Elderly and vulnerable clients, Estate planning/administration, Family business, Investment, Tax, Trust planning/administration, Wills and probate
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Profession:
Accountant
Firm:
CMS Private Advisory
Branch/Chapter:
STEP South Australia
Committees:
South Australia Branch Committee
Biography:
I am a Chartered Accountant residing in Adelaide, capital of South Australia. I have been practising since 1985. I have been appointed by the courts and/or the guardianship board in South Australia to act as an independent trustee where instances of undue influence or undue influence can arise. I have had good experience over the years acting as executor for clients and family.
I am also a registered company auditor in Australia and a registered tax agent.

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