John Apolloni

Journey 2 Business and Personal Wealth

Gold
19 Yrs Experience
Wollongong, NSW 2500

Recent reviews

Journey 2 Business and Personal Wealth

Level 1 Suite 10B, 63 Market St
Wollongong, NSW 2500

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 12
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Licensed by

Smsf Advisers Network Pty Ltd

AFSL 430062

4.75
12 Reviews
5
4
3
2
1
4.80
Clear communication
4.70
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 12

Sort by

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"

  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"“John has given us advice in various areas from self managed super funds to business management, John explains things clearly. Through his knowledge and experience, we feel very confident that the advice given is right for our needs . We always receive Johns full care and attention when we need it “"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John was 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 receive John's full care and attention when I have needed it.'"

  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has helped me get my business back on track and taught me how to manage the business finances so it is now profiting and i can see the potential my business has to grow. I believe with John's guidance my business will succeed more than it already does."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thoroughly recommend John"

  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has given me advice as a small business from the inception of the company and has been an extraordinary support for the company to grow. He is a full dedicated and knowledgeable professional"

  • Government Assistance
  • Superannuation
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I went to John's office & had an initial meeting summarising why I wanted to use his services. He then prepared an extensive proposal & presented it to myself & my general manager in our office some weeks later. We spoke about how we can use XERO better especially with our girls in the Philippines, company re-structure, succession planning, being proactive with our accounting decisions & planning. We were very confident John & his team will be good for our business."

  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We have had John as our accountant for around 30 years know so I would have to say he must be doing something right."

  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"John has helped me to manage my business. He is able to explain things to me in clear way that I can understand."

  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have been a long term client of John, he is very knowledgeable in regards to taxation issues and has guided me through tax planning and superannuation."

  • Superannuation
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

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

Qualifications & Training

ASIC RG146 (Financial Services Training Package)

Level
0 - Training / Exam / Other
Institution
Terra Cordis
Completed
2018

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
1980

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2000

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate

National Tax & Accountants' Association (NTAA)

Membership type
Member
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