John Hicks

John Hicks Independent Financial Advice Pty Ltd

Silver
7 Yrs Experience
Yarraville, VIC 3013

I have been part of the financial services industry since 2005 initially working in banking and then insurance before joining the financial planning profession in 2007. I fell in love with financial planning as it is the one area of finance where I can use my knowledge and insight to help make a positive impact in people’s lives.

The financial planning phase of my career began over a decade ago in Canberra where I worked on strategy develompent and financial modelling at first which allowed me to gain a considerable depth of knowledge across all areas of advice (including a deep understanding of Public Service and Military defined benefit superannuation schemes before entering the client facing side.

I work closely with every client to truly understand their financial and lifestyle goals so with tailored advice based on well-considered strategy and modelling. My qualifications include:

Bachelor of Economics (Honours) and a Diploma of Financial Planning. I am also currently working through a Masters of Applied Finance.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Bachelor of Science
  • Language spoken
    • English

John Hicks Independent Financial Advice Pty Ltd

Suite 201, 175B Stephen St
Yarraville, VIC 3013

Opening hours

  • 8:30am – 5:00pm Monday – Friday
  • 9:00am – 1:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Independent Financial Advisers Australia Pty Ltd

AFSL 464629