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John Rowbottam CFP®

About Me

John is a Private Client Adviser in the Perth office for the Shadforth Financial Group.John holds a Bachelor of Commerce (Finance and Economics) from the University of Western Australia and also holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest qualification for financial advisers in the profession. He is a member of the Financial Planning Association of Australia (FPA) and has also completed the FPA's Life Risk Specialist designation.John has been involved in the provision of personal financial advice since 2008. Over this time, he has built specialised knowledge in superannuation, life insurance, cash flow management, wealth accumulation, strategic and tax planning, portfolio construction and retirement planning.John is always looking to further develop his skills and knowledge and enjoys helping his clients achieve their personal financial goals.Away from work, John enjoys spending time with his young family, playing golf and relaxing with friends.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Shadforth Financial Group Limited
CERTIFIED FINANCIAL PLANNER®