John Lubberink

Citadel Wealth Solutions Pty Ltd

Gold
32 Yrs Experience
Kew East, VIC 3102
As Citadel Wealth Solutions' Senior Adviser, John Lubberink, is a Certified Financial Planner and holds a Diploma of Financial Planning. John has been working in the Financial Planning industry since 1990 and has developed a loyal clientele based on the quality of his advice and his level of service. John has received industry recognition as one of the top boutique financial planning practices in Victoria and has been recognised as one of the top Victorian PIS Financial planners for a number of years.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 35
  • First year providing advice 1990
  • Years of experience 32
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Citadel Wealth Solutions Pty Ltd

Suite 5 Level 1, 700 High Street
Kew East, VIC 3102

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.85
35 Reviews
5
4
3
2
1
4.80
Clear communication
4.95
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 35

Sort by

5.00

"John has provided us with excellent financial advice over many years. He is trustworthy, proficient and thoughtful in regard to planning for our financial needs. John understands our particular financial and legal requirements and willingly listens to our particular changing lifestyle and financial requests. His friendly demeanour is another of his strengths that we value greatly."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Myself and my wife have been dealing with John since 1998 we find him approachable helpful and a a pleasure to deal with. Explains everything in plain english and is prepared to take your request for investments not just his own recommendations. Experienced & knowledgable David 3756"

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

"John has my best interests at the forefront of his planning and advice to me. He is timely with his advice and has the ability to explain what his strategies are and why he considers prudent changes should be made to my investment portfolio. His company is professional and his staff approachable and exceptionally helpful and understanding."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is a careful listener who advises according to our stated goals. He and his staff are prompt and thorough in answering questions-no matter how trivial .By reviewing our financial situation regularly, we have developed a strong sense of partnership with him and the team and feel much clearer about how our financial affairs are working than we have ever experienced before. We have been clients for 10 years now."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is very thorough when it comes to finacial advise, he goes above and beyond ensuring his customers have the best they need in whatever aspect of their finances. His communication is excellent and until now have been very happy with my progress toward my portfolio. It has grown to a level which is to my satisfaction, in ensuring my future."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"John will always get back to me to answer any question I may have and advise on the best course of action for the best possible outcome. He will go above and beyond"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Have been dealing with John for over 20 years now and we cannot recommend him highly enough. Nothing is ever too much trouble for John or his associates."

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

"Thanks to John we now have some investment stratagies and continued growth in our super. We had very little understanding of the financial sector before meeting with John. He takes the time to ensure you understand your investment stratagies. He took the time to understand our needs and plans."

  • Superannuation
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known John for a long time and I,have not regretted choosing John as my financial advisor..He is a fantastic guy,a true professional and glad to call him friend."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1998

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
1996

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
NewTower Trust Company
Completed
2004

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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