Principal Adviser – CFP®Follow us on linkedIn
With more than 20 years of experience under his belt, John follows a goals-based approach with his clients. He places a strong emphasis on cash flow and knowing what you own, focusing on creating structure and strategies.
Holding a Bachelor of Commerce majoring in Accounting, Diploma of Financial Planning, he successfully passed the FASEA Exam in September 2019. He is also a Certified Financial Planner, CFP®, with the Financial Planning Association of Australia, earning the Gwen Fletcher Award as the highest performing student during his CFP Certification (nice one, John).
In the rare moments that he’s not working, learning more, or receiving awards, John loves spending time with his family and keeping fit. For John, finding balance in life is the key.
BCom (ACC), Dip FP