John Hockey

Plus7 Financial Management

Gold
22 Yrs Experience
Rose Park, SA 5067

Growing up in regional WA (Esperance), experiencing boarding school in Perth, I moved to Sydney to start my career in financial markets in 1985 as an Investment Banker, with Michell NBD (who merged with First Chicago NBD and then with Bank One). I moved to Adelaide to head up Bain Refco's FX operations and later Ord Westpac, then onto being State Manager of AAP Reuters which was followed by a brief stint in Melbourne as Regional Manager of Dow Jones Telerate before moving back to Adelaide as a Stock broker. All the while increasing my knowledge in financial markets which took me on to to start Financial Planning in May 2001 as I continue to do so today.

In 2007, I joined Australian Unity Personal Financial Services Dealer Group as I felt they met my needs, being non-bank aligned and having Community roots back to 1840 when one of their forebears Manchester Unity was established as a friendly society whose purpose was to provide assistance to members who suffered financial hardship. It was a service based on mutual trust and dependability and it is an ideal Australian Unity still holds true today.

Appointments can be made by phoning (08) 8130-5500 for a free first consultation to see how we can mutually work together to reach your financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • 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

Our fee structure at Plus7FM is completely negotiable if you would like a flat fee or based on a percentage of funds under management. You don't pay anything until you are ready to proceed with advice. I offer 'once off' fee for service as well as well as sporadic once off advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 8
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Diploma of Financial Planning (1-8)
    • Diploma of Financial Planning (1-8)
    • Diploma of Financial Services
  • Language spoken
    • English

Plus7 Financial Management

Suite 1, 1 Alexandra Ave
Rose Park, SA 5067

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Australian Unity Personal Financial Services Ltd

AFSL 234459