An experienced financial services professional with over 25 years financial markets experience. I am passionate about investment opportunities as well as creating, managing and protecting wealth for my clients.
Over 16 years running my own successful financial planning business and 7 years with leading financial services companies. I have also obtained a degree in Economics, a Masters in Management and an MBA from Australia’s leading business schools. I am a member of the Australian Association of Financial Advisers and a Board Member of The Irene Gleeson Foundation.
I closely follow global markets and constantly seek the best value investment opportunities around the world. I seek to protect clients wealth with appropriate risk management strategies and engage in long term planning for my clients’ wealth creation.
Over the years, I have supported a numerous philanthropic causes, with the greatest involvement being Opportunity International and Compassion Australia. I currently serve on the board of the Irene Gleeson Foundation.
Specialties: Financial Markets, Investments, Risk Management, Insurance, Superannuation, Business Succession, Philanthropy
I am blessed to be able to do meaningful and fulfilling work with wonderful clients, literally changing their lives, and love having the support of family and dear friends.
John has been an excellent advisor to me for over 10 years. He has helped by providing sound financial guidance early in my working career as well as adapting as my family grew.
Having confidence in John to monitor our superannuation and insurance policies in Australia while living overseas is very reassuring.
John has provded advice to us for many years. He is experienced, has a great knowledge and presents the information in a way that is easily understood. He attends to matters promptly and has a very pleasant manner.
John has provided me with solid, grounded and expert advice for over a decade. I would highly recommend reaching out to John for any questions around super, investments and insurance.
John is personable, knowledgeable in every way. He has given me complete piece of mind over the years and delivered on everything beyond expectations. I wouldn't have achieved the outcomes I have without his sincere guidance and leadership through various aspects of my life.
- Adviser status Platinum
- Number of reviews 21
- First year providing advice 1998
- Years of experience 24
- Master of Business Administration
- Master of Management
ImfgLevel 8, 171 Clarence St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Imfg Pty Ltd