Principal | Wealth Adviser
GAICD, CA, BEcon, AFP®, DipFS
John isn’t a typical Financial Planner. Starting professional life as a Chartered Accountant in an economics role at PwC, John looks at your financial picture through a much broader lens than you may expect from a Financial Planner. Life and work aren’t just about numbers for John. It’s all about people. Specifically, it’s about connecting with clients, having meaningful conversations and helping them write the story of their lives the way they want it written.
It’s little wonder, then, that John is very easy to talk to. He loves understanding what’s important to clients and making the numbers work, no matter how complex the situation. From supporting someone through financial separation or bereavement to helping clients consolidate wealth, to supporting family businesses and farmers through the market’s ups and downs, John is there every step of the way.
Education & Associations
Institute Chartered Accountants Australia
Financial Planning Association of Australia
Graduate Member of Australian Institute of Company Directors