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John Stallman Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

John has over 20 years of experience as an Authorised Financial Adviser and Registered Tax Agent. Growth and safety are what’s important to John. This is what led him to financial planning. He sees his job as encouraging clients to dream about what they’d like to achieve and what satisfies them, to think about their family and their friendships, and about the legacy they’d like to leave. . It’s about using what he has learnt to help people grow, to protect what they have and who they hold dear.

By identifying what is meaningful to clients, John helps them plan their finances to achieve this. He believes that it is clarity that empowers and satisfies us and that we feel safe when we believe in ourselves and understand what we want and how to go about it.

He says that much of his value to clients is in who he is and how he chooses to live and express himself and bring people together. His approach is to work with client’s other professionals across the range of expertise and co-ordinate outcomes to get clients financially well organised.

John’s tax and accounting services are provided by Stallman IQ Nominees Pty Ltd which is unrelated to Fitzpatricks.

Qualifications/Memberships

  • Bachelor of Applied Science (Queensland University)
  • Diploma of Financial Planning (Deakin University)
  • Diploma of Financial Management (New England University)
  • Registered Tax Agent (Tax Practitioners Board Australia)
  • Member – Financial Planning Association (FPA)
  • Professional Training Annually (50 hours)
  • Self Managed Superannuation Funds

Areas of expertise

Asset Protection and Business Structures

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Wealth Creation

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Experience

  • Over 20 years of experience running his own financial services licence
  • An experienced financial planning integrating financial strategies with tax and accounting solutions
  • A registered tax agent

Contact details

John Stallman

1300 02 5000

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Level 9, 10 Spring Street, NSW 2000

1300 025 000

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