John is a Senior Financial Planner with 20 years’ financial services experience. He holds an Advanced Diploma of Financial Planning and is a representative of the Licensee. Combining experience, client satisfaction and technical discipline, he endeavours to deliver a personal service.
As our longest serving planner in the Perth office, John is popular with our long-serving client base. He has extensive experience working on strategies involving SMSFs, superannuation, retirement planning, and risk advice. In addition to this, John has spent many years working with clients that have transferred UK pensions and understands the Australian requirements of this niche market.
What’s your best tip for anyone moving to Australia?
Make sure you have a financial contact to assist in setting up bank accounts, tax file numbers and personal areas such as areas to rent.
Why is financial planning so important?
If you fail to plan you plan to fail – it’s always been my motto when speaking to clients.
When should someone who is moving overseas get financial advice?
At least 6 months before leaving the UK.
Why did you move from Australia?
I came out here when I was 5 as my father sought better opportunities for my family. We have all thrived in Australia - and the weather helps!
What’s your best financial tip for anyone moving from the UK to Australia?
Take your time purchasing large financial assets, and make sure you comfortable and happy with the move.
More of our Perth team members
Get to know a few more members of our team.