I am a Certified Financial Planner, which is the highest designation issued by the Financial Planning Association of Australia (FPA). After commencing my career in Financial Planning as an advisor at Westpac and the National Australia Bank, I started my own practice and have now been in the industry for over 15 years. This experience, in addition to holding qualifications including a Bachelor of Business (Accounting) and a Masters in Business Administration has given me great capacity to support and assist my clients in meeting their financial targets, and achieving goals they once considered improbable. My dedication to my clients was publicly recognised upon achieving a Top 10 Finalist position for the Money Management Financial Planner of the Year Award.
I believe that a good, disciplined financial strategy is paramount, whether it is for a business or individual. I believe in educating my clients and empowering them to make good financial decisions whether they are just starting out in their journey or fast approaching retirement. In my position I most value helping people to create wealth, and protect the lifestyle they love.
John has provided my wife and I with Superannuation and Retirement advice. He explains complex things in ways that are easy to understand and in a professional manner. We have peace of mind with the decisions we have made which have provided some certainty around our income in retirement.
