John Cerniauskas

Coventure Wealth Management

5.00
1 Review
Silver
33 Yrs Experience
Wollongong, NSW 2500

Recent reviews

Coventure Wealth Management

Unit 3, Auburn Plaza, 36-42 Auburn Street
Wollongong, NSW 2500

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Aged Care Strategy Advice starts @ $2,200 per usually 1st 5 better options: Financial advice once Strategy selected from + $1,100 plus $1,100 implementation fee, more complex the case the higher the fee. Financial Planning Fee, $3,300 + min $1,100 implementation depending on complexity,; Ongoing fee ideal client $5,500 pa

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Very Professional Service from start to finish"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2004

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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