John Broughton

Tailor-Made Financial Services

Platinum
18 Yrs Experience
Milton, NSW 2538

Financial Adviser – Principal

I originally joined Tailor-Made Financial Services in 2005 as a Financial Advisor specialising in paraplanning. In 2015 I became a director and now as a Certified Financial Planner®, I provide holistic financial advice on Self Managed Super Funds (SMSFs), superannuation, retirement planning, investment advice and Aged Care Advice.

With a strong interest in finance since studying Economics in high school, Financial Planning particularly appealed to me as it provided me with the tools to manage my own finances and also be able to pass on this knowledge to others. This ultimately helps reduce the client’s financial stress giving them the freedom to focus on what they enjoy doing.

I moved to Milton-Ulladulla in 2008 after commuting from Nowra for two years. I love living in a country town near the beach where I only have a short drive to work. Out of the office you will find me participating in community activities with Apex and the Milton Ulladulla Business Chamber or spending time with my family and friends. I have been the Treasurer of Apex since 2011 and on the Executive Committee of the Milton-Ulladulla Business Chamber since 2015.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

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

Complimentary phone call - If you have questions and wish to speak to one of our Advisers before booking a meeting, we can arrange a complimentary phone call – just call us on 02 4455 7800.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Tailor-Made Financial Services

Suite 10, 65 Princes Hwy
Milton, NSW 2538
Suite 27, 12 Orient St
Batemans Bay, NSW 2536

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Cube Financial Services Pty Ltd

AFSL 533816