Ian Keys
Senior Vice President,
Financial Adviser
Direct:
(03) 9188 2451(03) 9188 2451
My Mission Statement
To help clients to achieve their life and financial goals with confidence.
Working with Ian
Ian has been in the finance industry for over 20 years with his formative years spent in research sales. Ian joined Morgan Stanley in 2012 and has spent the last decade using his unique experience to construct, review and optimise portfolios in prevailing market conditions for high-net-worth investors and their families.
Ian utilises the global reach of Morgan Stanley’s 700+ research staff and strategists to provide a basis for advice, tailored portfolios, and ongoing reviews and rebalancing of portfolios.
Based in Melbourne, Ian utilises an investment team which includes Caroline Wood, who has over 20 years’ industry experience. Caroline’s depth of knowledge in asset transfers, estate administration and corporate actions is enviable in the industry. The team works closely with Steve De Bono (Victorian State Manager) who is influential in extending global solutions to local clients, and Scarlett Dorney (Head of Investment Solutions) who maintains relationships with some of the most influential and high performing fund managers across asset classes, and Clementine Lucas who leads the philanthropic services of Morgan Stanley.
Ian has completed a Bachelor of Business and Master of Commerce at The University of Queensland and he holds a Graduate Diploma of Applied Finance with FINSIA. Within Morgan Stanley, Ian is a committee member for the Australian Women’s Business Alliance and he is the founding member of the Morgan Stanley Slow Run Club.
Ian utilises the global reach of Morgan Stanley’s 700+ research staff and strategists to provide a basis for advice, tailored portfolios, and ongoing reviews and rebalancing of portfolios.
Based in Melbourne, Ian utilises an investment team which includes Caroline Wood, who has over 20 years’ industry experience. Caroline’s depth of knowledge in asset transfers, estate administration and corporate actions is enviable in the industry. The team works closely with Steve De Bono (Victorian State Manager) who is influential in extending global solutions to local clients, and Scarlett Dorney (Head of Investment Solutions) who maintains relationships with some of the most influential and high performing fund managers across asset classes, and Clementine Lucas who leads the philanthropic services of Morgan Stanley.
Ian has completed a Bachelor of Business and Master of Commerce at The University of Queensland and he holds a Graduate Diploma of Applied Finance with FINSIA. Within Morgan Stanley, Ian is a committee member for the Australian Women’s Business Alliance and he is the founding member of the Morgan Stanley Slow Run Club.
Services Include
- Portfolio Management
- General Investment Advice
- Investing for Retirement
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Location
101 Collins Street
Level 43
Melbourne, VIC 3000
AU
Direct:
(03) 9188 2451(03) 9188 2451
Wealth Management
Global Investment Office
Portfolio Insights
Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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Ready to start a conversation? Contact Ian Keys today.
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The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.