John Gould

Momentum Wealth Management - Wantirna

Silver
8 Yrs Experience
Wantirna South, VIC 3152

Recent reviews

Momentum Wealth Management - Wantirna

Suite 4, 410 Burwood Highway
Wantirna South, VIC 3152

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 14
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Master of Commerce (Accounting and Insurance)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Momentum Wealth Management Corporation Pty Ltd

AFSL 454895

4.90
14 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"John was very happy to help us with all the advice we needed about plans for retirement and lodging with Centrelink"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"John gave us advice on simplifying existing pension funds, shares and other investments in order to better plan tax liabilities, estate planning and wealth management. Results have proved that his advice was accurate and, in our mid-80s, what had become confusing and burdensome in this era of digital technology, a burden has been lifted."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John always seeks to fully understand our needs and responds with advice that is clear and well considered. His extensive knowledge and experience come through in a personal yet highly professional manner and he always seeks to ensure that the advice he is giving is fully understood."

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

"I am now a retired Aged Pensioner. However when I first met John I had become very ill; was not able to work; had used all my savings and Centrelink had refused my applications for financial support. John was able to secure a Centrelink pension and accessed my Superannuation (which had also been refused to me). John has given me back financial security and continues to act professionally & proficiently on my behalf. I am very grateful to John & his co-workers. Mary"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John helped my mother grow her savings during her later years and is doing a wonderful job growing ours for our retirement. We have recommended him to family, who are also very happy with his advice."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are extremely happy to have made the decision to follow John from Pinewood to Wantirna, as we appreciate his expertise and friendly manner."

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

"Very happy with the way John helped me as this was a first time and a power of attorney for my son so it was not straight forward."

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

"John is a most personable and knowledgeable advisor. He advised us both with clearly understood advice and followed up matters of importance with Centrelink and Super Funds John 3155"

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

"John is always prompt friendly and professional in addressing our enquiries."

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

"John Gould is very competent and knowledgeable, and very easy and pleasant to work with. I do recommend him."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Master of Commerce (Accounting and Insurance)

Level
9 - Masters Degree
Institution
Deakin University
Completed
2011

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013
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