John Barbagiannis

Laurium Private Wealth

Gold
20 Yrs Experience
Carnegie, VIC 3163
Who are we? We are a professional wealth advisory firm with over 19 years’ experience helping clients. What do we do? We seek to understand the things in life that are important to our clients, and then translate those opportunities, goals and concerns into a financial plan that meets their needs. How do we do it? Once we have gained a full understanding of our clients and have consulted our team of experts, where needed, we identify potential solutions to help build an ongoing plan. We have access to a full range of financial solutions that help our clients reach their short, medium and long-term goals. Why should you deal with us? We work with you as your partner in tying your financial resources to your life needs. We also work as a team in a collegiate approach with other professionals such as your accountant, lawyer, banker and insurance broker. Only this way are you, the client, at the centre of the relationship where we all work for you.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Laurium Private Wealth

1A Jersey Parade
Carnegie, VIC 3163

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996

4.90
11 Reviews
5
4
3
2
1
5.00
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 11

Sort by

4.75

"John has provided expert advice and guidance over many years which has helped us to grow and manage our super needs in line with a clear and defined strategy. John is proactive in his approach, knowledgeable and timely in all aspects of his service. He is always willing to accommodate our needs and shares his experience to ensure we are able to receive the best outcomes."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has assisted my wife and I with our superannuation and insurance needs over the last few years and has always been approachable and timely with his follow-up. He always listens to our needs and bases his advice on our goals while offering timely and relevant updates and keeping the big picture front of mind."

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

"My experience with John has been excellent. He has been great to interact with and hugely knowledgeable. He sought to understand my personal goals and risk tolerance, and has my best interest in mind. I highly recommend Laurium Private Wealth to my family and friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has given us advice regarding Superannuation, Investments etc as well as general services. We have also found John's knowledge and expertise very valuable to us. John is always happy to take phone calls or emails regarding all things financial and always responded in a timely manner. Would highly recommend John to anyone."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have dealt with John over many years and have found his product knowledge, investment strategies and understanding of the current financial environment a great asset and relief to us. His ability to understand our financial objectives/challenges enables him to provide a confident and clear strategy to navigate through, in particular the areas of Self Managed Super Funds and other Investment Portfolios. His 'real life' explanation of often confusing financial jargon is a relief and provides confidence to us and ensures our understanding in an often confusing world. John regularly keeps in touch providing investment strategy/updates and recommendations to help us achieve our financial goals. A pleasure to deal with."

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

"John has given me advice in many areas including superannuation, managing debt, shares, insurance and loan products. John undertook several reviews of my finances, loans, insurance and superannuation and came back with several solutions for me to choose from. Each choice had a summary on the benefits of each one and John made recommendations which were very easy to pick from! I encourage everyone to reach out to John as his personable and friendly nature helped me in dealing with all my financial matters! John also keeps me updated with reviews and EDMs suited to my liking and ensures I stay up to date with everything..."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have worked with John at Laurium Wealth for 8 years. He always responds promptly to any questions I have regarding my SMFF, or makes contact to discuss options he feels I will benefit from. My portfolio has done well, overall and I feel comfortable recommending John for excellent service and expansive product knowledge from which I’ve benefitted."

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

"I have always found John to be very knowledgeable regarding Super, investments, estate and retirement planning. I have found him to be very helpful especially with sensitive Family matters. His attention to detail is second to none. I highly recommend him to my business Associates and Family."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"John has given me advice in areas including Self Managed Super Funds, investments, retirement plans and Managing Debt. John was always 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.'"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'John has given me advice in areas including loan products, self managed super funds and Investment portfolio. John was always 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 always received John's full care and attention when I needed it.'"

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

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

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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