Adviser Profile

John has completed the Certified Financial Planner program, and graduated from the University of Adelaide in 2000 with a Bachelor of Economics. John is a member of the Financial Planning Association of Australia (FPA).

As an Authorised Representative, John believes in helping his clients build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. He achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions.

John is authorised to provide a wide range of facilities to you, including:

Expertise

  • Investment Planning
  • Wealth Accumulation Advice
  • Risk Planning Management
  • Superannuation Advice
  • Retirement Planning Advice
  • Business or Farm Succession
  • Estate Planning
  • Centrelink (Social Security) Advice
  • Tax Efficient Strategies
Financial Services Guide (Part 2)
(160KB) Download

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