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

My fee structure 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 4.80
  • 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

4.80
8 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"John is always generous with his time and always explains things in an uncomplicated and clear manner. He has a genuine concern for your situation and has always followed up on requests for information."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks for all your advice over the years John. Excellent service - not pushy, very approachable - highly recommend. Karen 5034"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has always gone above and beyond to ensure we have all the help and information we need"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Explains everything. Confident in his ability. Always follows up."

  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is a great financial planner as he is primarily concerned with you making the right financial decisions for your future, not selling you insurance and investments. His communication style is direct and no bullshit, which I admire and require. I trust John's advise and value his opinion, although I may not exactly follow it at the time I know where I need to get to. I have full confidence in recommending John."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Always helpful and available for consultation"

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

"I would recommed John as a Financial Adviser to anyone. He has assisted me through several financial changes and strategies always taking me needs into consideration and explaining my options clearly."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

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

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

National Tax & Accountants' Association (NTAA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Associate
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