John Small

Small & Gunn Pty Ltd

Gold
31 Yrs Experience
Crows Nest, NSW 2065
At Small & Gunn, we pride ourselves on putting our clients first. We don't give this aim lip service. We really strive to deliver on this aim continually. Our key philosophy is to provide excellent advice and ongoing service. We are proud of the long-term personal relationships we maintain with our valued clients. Please note, we are not taking new clients at Small & Gunn. presently.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 30
  • First year providing advice 1991
  • Years of experience 31
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Small & Gunn Pty Ltd

119 Willoughby Rd
Crows Nest, NSW 2065

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.90
30 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 30

Sort by

4.75

"John Small has given me sound financial advice over a long period of time, initially for quite some years while I was still in the work force then immediately pre-retirement and now as a retiree. John has always given me his full and enthusiastic attention, explaining his advice and recommendations clearly. I was a clent of John's all throughout the GFC and contine now through the economic ramifications of COVID 19. As I say to John, some issues may at times keep me awake at night but being concerned about the management of my finances is definitely not one of those issues. Additionally, John is just a pleasure to deal with. He takes a personal interest in me as a client and without any doubt whatsoever always has my financial interests and well- being at the heart of his recommendations. I would have no hesitations in recommending John as a responsible financial planner."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"John has advised us on all our investments including our SMSF and cash, shares etc. His advice is easy to understand and comprehensive and the resulting return on our investments is good. I would recommend him to anyone needing similar advice."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'John has given me advice in areas including loan products, self managed super funds and managing debt. John was usually able to explain things to me in a clear way. Through John's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received John's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"John is a very experienced financial adviser. He is very energetic and has good insight to share market trends. His advice has delivered a strong strategy based portfolio, that represents a good balance between capital growth, diversity and dividend generation. John is always alert to new opportunities and will recommend important structural changes to keep my portfolio relevant and on strategy. John is always approachable when needed."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has always been extremely diligent in dealing with all of my financial affairs for the best part of 20 years. Advice is concise and well researched. Great person to have in your corner when you are too busy to deal with long term planning strategies"

  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has been our family's financial adviser for over 16 years. In that time I have seen my wealth and retirement savings grow and grow at a rate faster than what I read are the normal returns. He timed the switch to a SMSF to best manage the tax and investment opportunities. The attributes I like best about John is that he is pro-active. He approaches you about opportunities and changes and doesn't rest on current performances. Secondly he addresses all your concerns even trivial matters. His recommendations are also always backed by research and analysis of long term market trends. He seems to have the time to tailor individual programs. His support staff are also very helpful and diligent. I won't ever switch advisers."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend John Small for great advice in the strategy, planning and management of self managed super funds, financial portfolios, life insurance and debt management. He has done this for me since 2002 and John has always gone the extra distance in terms of understanding where I want to go, helping me understand what is required to manage my super and financials and executing a well thought out plan. The numbers speak a thousand words and when I first met John I had a small portfolio and due to he's good work it is now something significant. John is a very caring person and I have found him to be trustworthy, unequivocal and transparent at all times. In a time of desperate need, the genuine people come out and help and John was there to help me when I most needed it. I can't thank John enough for the hard work he has put in to build and maintain a balanced lifestyle ... Thankyou!"

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"My husband and I have been with John for a few years having Self Managed Super and personal finance management. He has always been prompt, efficient and approachable. We feel confident that our affairs are managed well."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over the years John has provided me with very professional and knowledge based advise regarding my superannuation and self managed retirement fund. His advice and explanations were always very structured and easy to understand."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John always explains things at a level that I can understand - without talking down to me! And he always confirms that I do understand. Since the death of my husband John has always been available for any advise I need concerning my family finances. All his staff have been wonderful and I couldn’t have managed without his amazing expertise and efficiency and compassion. I cannot speak highly enough of John."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1992

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Diploma of Margin Lending

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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