John's qualifications
At work
John is a UK Chartered Financial Planner, holder of the Investment Management Certificate and is qualified in Australia with the Diploma in Financial Advice. John is also a Pension Transfer Specialist. He previously worked as an Investment Manager for a boutique wealth management firm in the UK.
John’s passion lies with helping people organise their financial affairs to achieve the best possible outcomes. As a specialist in risk, investment and retirement strategies, he helps build personal wealth and assists with developing plans which allow his clients to use their income and capital more efficiently – helping them meet their financial goals so they can get on with living!
