About

John has over 20 years’ experience in financial planning and over ten years in accounting and business advisory in various locations and roles in Australia and overseas.

Through his experience and a deep understanding of the complexities and time involved in managing wealth and business assets, John is able to provide clarity and tailored concise solutions and strategies to enhance financial growth and security to business owners, high net wealth individuals and their families.

John is passionate about making the complex simple through holistic, professional, friendly approach and building long-term and trusted relationships with his clients and their families to empower them to attain financial security and outcomes they aspire to achieve.

Qualifications & Memberships

  • Certified Financial Planner (CFP)
  • Bachelor of Business (BBus)
  • Chartered Accountant (CA)
  • Self-Managed Superannuation Fund Specialist Adviser (SSA)
  • Member of the Financial Advice Association Australia (FAAA)
  • Member of SMSF Association
  • Member of Chartered Accountants Australia & New Zealand (CA ANZ)