John Hicks

Interprac Financial Planning Pty Ltd

Silver
5 Yrs Experience
Melbourne, VIC 3000
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 was excited to embrace change and join the EJM team in 2019 where I have found a true passion within the entire business in creating happiness for their clients. I have always seen myself as an excellent problem solver, and listener with a highly strategic approach to improving the position and life of my clients. Adding a foundational principle of “creating happiness” and the wide ranging effects having this as a daily guiding light causes gives me great confidence and pride in what I can offer to you. 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.

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Science
  • Language spoken
    • English

Interprac Financial Planning Pty Ltd

Level 8, 525 Flinders St
Melbourne, VIC 3000

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"John provided time advice and follow up whilst assisting a terminal illness claim. We would highly recommend him and thank him for the support given."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John was extremely helpful with my request to clear our debt. John explained things clearly. Through Johns knowledge & experience I feel very confident that the advice given was right for my needs. He called back ever time I left a message and quickly resolved any issues which arose. In early 2020 John has advised he will keep in touch to Assist with transition to retirement. Many Thanks to John and the rest of the team at EJM Financial Services."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension

Qualifications & Training

Bachelor of Science

Level
7 - Bachelor Degree
Institution
University of Kent
Completed
2006

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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