John Moran

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, and was awarded the Gwen Fletcher Award (2015) as the highest performing student during his CFP Certification in.

In the rare moments that he’s not working & learning more, John loves spending time with his family and keeping fit. For John, finding balance in life is the key.