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John Moran

Intend Financial

Gold
23 Yrs Experience
Mornington, VIC 3931
Welcome to Moran Wealth, a Melbourne and Mornington Peninsula based boutique wealth consultancy. We take a holistic approach to financial planning and have a goals-based methodology. Our approach is highly personalised, with the client’s best interests at the core of what we do. Understanding you and ensuring that your situation is streamlined are the key objectives. IN SHORT, WE'RE YOUR FINANCIAL PROJECT MANAGER Through project managing your situation with other trusted referral partners, we get you to where you should be with your wealth creation, wealth protection, goals and objectives. Starting with your personal financial resources, we work with you to establish the financial disciplines that are the drivers of true wealth. Taking into account your individual circumstances and your unique goals, we design a comprehensive financial strategy that will put you on a path to achieve your goals. Live, Create, Protect JDE Moran Pty Ltd atf Moran Unit Trust ABN 13 758 109 075 trades as Moran Wealth. JDE Moran Pty Ltd atf Moran Unit Trust and John Moran are authorised representatives of Lonsdale Financial Group Ltd ABN 76 006 637 225 AFSL 246934

Expertise

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

My fees

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

Agreed between adviser and client based on client complexity

At a glance

  • Adviser status Gold
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Intend Financial

Suite 1, Level 1, 26 McLaren Pl
Mornington, VIC 3931

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Lonsdale Financial Group Ltd

AFSL 246934

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Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Margin Lending

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Bachelor of Commerce (Accounting)

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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