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