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
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 PlMornington, 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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