About Me

John is passionate about running a 100% privately owned firm. Since 2003 John has been directly advising his clients on all their wealth management and strategic advice needs.

John works with all clients from Wealth accumulators through to retirees. He has developed a niche over the years of helping Medicos and those in the Legal industry.

Every one of our clients is serviced by a dedicated and highly experienced Private Wealth Adviser and has a complete range of financial services at their fingertips – Strategic Financial Advice, Investment Management and Accounting & Tax Services.

This combination of services ensures we understand and navigate the ‘big picture’ for you, quickly manage changes and obstacles, and work with you to find and capitalise on new opportunities.
Areas of Expertise

John has the proven ability to offer Clients holistic wealth management advice, with specialist knowledge in:

Direct and platform investment management
Superannuation and SMSF strategies
Entities and tax planning
Debt and Investment Management
Life Insurance

Since 2003, John has been giving strategic financial advice, successfully delivering tailored, practical and smart solutions to clients. John’s qualifications include:

Masters of Financial Planning
Bachelor of Commerce, Banking Finance and Risk Management
FELLOW of Chartered Institute for Securities & Investment
SSA – Specialist SMSF Advisor
MAICD – Australian Institute of Company Directors
FAAA Practitioner Member
FAAA Brisbane Metro Committee Member
Partner – VISIS Private Wealth

Earlier Individual and Company Awards

Independent Financial Advice Excellence Awards 2021 – Finalist Holistic Adviser of the Year
FPA Awards 2019 – Best Practice Finalists
Independent Financial Advice Excellence Awards 2018 and 2017 – Winner of Holistic Advice Firm of the Year
Independent Financial Advice Excellence Awards 2017 – Winner of Client Service of the Year (Company)
Independent Financial Advice Excellence Awards 2016 – Winner Multi-Service Practitioner of the Year

Away from the office, John can be found with his wife and two daughters being dragged around the shops or trying to hide in the garden! John loves to travel with his family and tinker with his motorbike when time allows.