John Spooner

Hks Financial Planning Pty Ltd

Platinum
17 Yrs Experience
Coorparoo, QLD 4151
John is an owner and Director of HKS Financial Planning. John is a graduate from the Queensland University of Technology, where he completed a Bachelor of Business majoring in Accounting. He is also a Certified Practicing Accountant, has attained a Diploma of Financial Planning, Certificate IV in Finance and Mortgage Broking and is an Accredited Aged Care Professional™. John has had many roles in the finance sector, including the Investment Bank Credit Suisse. Before commencing HKS Financial Planning, he was a Financial Planner at Suncorp, where he was awarded “Best Financial Planner” in 2007/08. In 2011, John was awarded “Rising Star of 2011? by Guardian Advice. John is a member of the HKS Financial Planning investment review committee, a Financial Planner AFP® member of the Financial Planning Association of Australia, Treasurer of the Kelvin Grove Swimming Club and Auditor of the Peugeot Club of Queensland.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 58
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Hks Financial Planning Pty Ltd

Suite 2, 61 Holdsworth St
Coorparoo, QLD 4151

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Hks Group Licensee Pty Ltd

AFSL 516082

4.90
58 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 58

Sort by

4.75

"We have been using John since we retired to manage our share portfolio and our Asgard payments to supplement our part pension payment,we have found him to be honest in all our dealings and is always ready to answer any queries we have,overall we are very happy with his services."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has given us advice in many areas including loan products, self managed super funds, shares and managing debt to name a few. John was usually able to explain things to us in a clear way and through John's knowledge and experience we feel very confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've been advised by John for about a decade with both superannuation and managed investments. In that time, John has added significant value to our portfolio, so we've been delighted with the results. John explains his thinking with good humor, patience and logical clarity, the fee structure is clear and transparent, and we have good visibility on our investments. Highly recommended."

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

"John has given me advice on investment in superannuation and income stream as well as maximising receipt of government pension. John and his team are able to explain the suggested strategies clearly and patiently. I feel very confident that my situation is completely understood and advice given will work well for me."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is a very personable gentleman, always available to discuss our requirements and provide professional balancing risk versus reward options."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has provided guidance and advice for our SMSF for several years now. We have the utmost confidence in his advice in which our portfolio should be handled. John is approachable but more importantly accessible to talk about any concerns or simply knowing how our SMSF is tracking. In our opinion to find someone such as John with his knowledge and experience in the area of SMSF would be difficult."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are so pleased to have John part of our family from a business perspective We feel at ease with him We trust his opinions We accept his guidance We believe he is about caring for others We have faith in his knowledge We will continue to recommend him to others"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"John Spooner and Jimmy Gordon were recommended to us by our accountants. We found them very helpful in understanding our goals and needs. They formulated a plan to achieve our goals, the plan is being implemented and really time will tell how good their advice is and on going. So far, so good. They are both very easy to deal with and are very professional. we would recommend them to anyone thinking of planning for their financial future."

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

"John is explanations and advice are sound and very easy for my wife to understand as well as myself"

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

"Since first meeting John a number of years ago he has been of great help with our financial strategies. He was referred to us by a very happy client and we have not regretted the decision. Our moving to retirement strategy has been well managed and since retiring he has been an ongoing source of great advice. We would heartily recommend John to anyone."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 58

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2005

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1993

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1998

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
AFP
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