John Whelan

My career in the Financial Advice industry began in New Zealand in 1992. It was 2001 when I transferred to Australia with the U.S. financial Company Merrill Lynch. With early deep experience in business banking and trade finance, I work to build client portfolios which reflect the fundamental analysis and identifiable income returns from interest and dividends.

The complexities of superannuation and tax in Australia require careful management and with my support team we identify important Estate Planning decisions to assist our clients to the transition of their investments to their families.