John started in financial services a Paraplanner with RI Advice in 2011. Within six months, John was appointed an Authorised Representative of RI Advice Group Pty Ltd. Since September of 2018 John has been authorised to operate under the Momentum Wealth Management Corporation Pty Ltd AFSL.
Tertiary education through Deakin University: a Bachelor of Commerce (Financial Planning/Finance) and a Master of Commerce (Accounting/Insurance) has meant that John meets the education standards to be a practicing financial adviser. John has also completed the Ethics and Exam components of FASEA/ASIC's adviser requirements.
John is responsible for the technical, legal and best interest approach to the preparation of comprehensive financial advice to valued clients. John has also proven his proficiency in explaining technically complex scenarios in a manner that is easily understood by clients.
At Momentum Wealth Management we pride ourselves on providing high-quality advice that helps our clients achieve their goals and is clearly in their best interests. We quote our fees for personal financial advice and there are no surprises.
Any advice fees quoted reflect the level of complexity of the advice, the time required to prepare and implement the strategy as well as the value it provides to our clients.
Almost all of our clients elect to participate in our Ongoing Service Program, and we have fixed-fee packages designed to provide ongoing value with peace-of-mind that you won't be paying more fees simply because your wealth has grown. We believe in charging for the advice and service provided, regardless of whether you have $100,000 or $1,000,000.
We can also charge at our hourly rate for advice and service, if clients wish to use this method instead.
John was excellent to deal with. His strategies were clear and concise. He was friendly and very importantly to my mother (who he was advising) he was trustworthy. I would have no hesitation recommending John.
John was very happy to help us with all the advice we needed about plans for retirement and lodging with Centrelink
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.
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.
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
- Adviser status Silver
- Number of reviews 15
- First year providing advice 2014
- Years of experience 9
- Master of Commerce (Accounting and Insurance)
Momentum Wealth Management - WantirnaSuite 4, 410 Burwood Highway
Wantirna South, VIC 3152
- 9:00am – 5:00pm Monday – Friday
Momentum Wealth Management Corporation Pty Ltd