John has been working as a Financial Planner since 2001, providing advice to a diverse range of clients including accumulators through to retirees and self-managed superannuation fund (SMSF) trustees.

 

Over his career, he has seen a lot of changes in the industry and the markets, all of which have helped shape his views on advice. He enjoys nothing more than helping his clients plan for their future and then working with them to help turn those plans into reality.

 

This means that building long-term relationships with clients is important to him and taking the time to gain a better understanding of their circumstances allows for more meaningful advice to be provided and supported on an ongoing basis.

 

John's experience in dealing with the many facets of Financial Planning means he takes a holistic view when considering a client's strategy and what is best for them.

 

John is a member of the Association of Financial Advisors (AFA), has a Bachelor of Business, a Graduate Diploma of Financial Planning, and is dedicated to continuing his education and professional development.