About Me

John provides wealth management advice for individuals, families and institutions

Specialising in tailoring investment solutions for individuals and families that may not have the time, resources, expertise and emotional discipline to make daily informed decisions themselves.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Matrix Planning Solutions Limited
CERTIFIED FINANCIAL PLANNER®