Specialist Areas
Professional Qualifications
- Bachelor of Commerce
- Diploma of Financial Planning
Experience
John’s focus on developing meaningful relationships with his clients allows him to accurately identify their needs and deliver on their desired outcomes.
John has over 12 years' experience in the financial planning industry. His expertise covers a wide range of financial strategies such as wealth accumulation, superannuation and retirement planning, tax minimisation, estate planning, risk management, and personal insurance. John’s additional experience in a paraplanning role with Prosperity has given him in-depth knowledge of investment and insurance products within the market and how to best fit these products with client needs.
John works with his clients to assist them in developing opportunities to improve their financial circumstances and achieve their financial goals sooner.
Memberships and Appointments
- Authorised Representative of Prosperity Wealth Advisory Services Pty Ltd (AFSL 533675)
- ABN 32 141 396 376
