John Rio, DipFS (FP)

Private Wealth Advisor

John boasts over 35 years of experience in investment and financial services. He excels in offering tailored financial advice, and aligning strategies with clients’ goals and life plans.

With expertise in managing investment portfolios, retirement planning, cash flow, and tax planning. John collaborates with you to craft a comprehensive financial plan that secures your long-term financial well-being.

As one of Australia’s senior AHR Australia Financial Planners, John specialises in providing holistic, unbiased financial advice. John builds enduring client relationships through his objective, professional, and efficient approach.

Areas of Expertise

Superannuation Analysis, Advice, Management

Retirement Planning

Tax Planning

Wealth Management

Investment Portfolio Management

Investment Review

Insurance & Family Protection

Education Fee Advice & Planning

Qualifications & Awards

Diploma in Financial Planning

Regions Covered

  • Australia