John Kuo

Switzer Advisory

5.00
1 Review
Gold
19 Yrs Experience
Sydney, NSW 2000

Recent reviews

Switzer Advisory

Level 4, 10 Spring Street
Sydney, NSW 2000

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualifications
    • Bachelor of Business (Banking and Finance)
    • Bachelor of Business (Honours)
  • Language spoken
    • English

Licensed by

Switzer Advisory

AFSL 286531

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"John has given my wife an I advice around our entry into self funded retirement. After obtaining all relevant financial details John provided us with a comprehensive strategy for all our investments and assets designed to preserve wealth and yet fund the lifestyle we envisaged. It also covered smart strategies to optimise tax requirements. His work was succinct, thorough and agile. He even provided all the necessary documents, pre-filled for both of us. He was easy to contact and when a couple of problems arose, he took quick and decisive steps to overcome them for us. We rate John very highly."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1997

Bachelor of Business (Honours)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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