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.
I have been self employed for more than 20 years and have been unsatisfied with the service and advice from insurance advisors over that time. I decided to take better control of my situation by finding someone I could trust and rely on.John came highly recommended by a business associate so I asked him to review my risk insurance needs. He has a great attention to detail, taking me through my current cover and explaining what I have and what I don't. I realized that not all Risk Insurance is the same as John explained to me the insurance definitions in simple terms so that I could make an informed decision. I am now comfortable with both the cover and premiums that John has established for me, and I call that peace of mind. Thank you, John.
I have been self employed for more than 20 years and have been unsatisfied with the service and advice from insurance advisors over that time. I decided to take better control of my situation by finding someone I could trust and rely on.
John came highly recommended by a business associate so I asked him to review my risk insurance needs.
He has a great attention to detail, taking me through my current cover and explaining what I have and what I don't. I realized that not all Risk Insurance is the same as John explained to me the insurance definitions in simple terms so that I could make an informed decision.
I am now comfortable with both the cover and premiums that John has established for me, and I call that peace of mind.
