John has been working in the financial services industry for over 17 years. He holds a Bachelor of Commerce (Honours) and Engineering (Honours) from the University of Melbourne. He also has completed a Diploma and Advanced Diploma in Financial Planning.
John specialises in providing advice in the following areas; personal insurance and risk mitigation, superannuation strategies, retirement planning, budgeting, debt structuring and investment management.
John is an advocate for goals-based advice and enjoys establishing his clients’ goals from the beginning. John will then build a strategy that will help them achieve these goals. This approach results in building very close working relationships with his clients, so that he knows what is important to them and what they are looking to achieve in the short, medium and long term.