John's qualifications
At work
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.