John Nelligan

Agility Wealth Partners

Gold
15 Yrs Experience
Barangaroo, NSW 2000
John Nelligan is a Certified Financial Planner® and holds a Bachelor of Business Studies degree, an Advanced Diploma of Financial Planning and a Masters of Business Administration with a Finance Major. He is a member of the Financial Planning Association and also of the Macquarie Graduate School Alumni Advisory Committee. John has two children and enjoys the occasional game of golf and touch rugby in his free time.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Agility Wealth Partners

Level 25, Tower 3, 300 Barangaroo Avenue
Barangaroo, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.85
3 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

4.50

"John helped me with identifying the right kind of income protection and life insurance strategies for me. I feel that he gave his full care to me and I’m very happy to refer him to my colleagues. Great guy too!"

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

"John helped me with managing my investments and some tax efficient strategies for my business. He was able to explain things to me in a very clear way. I feel that the advice given was totally appropriate for my needs."

  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul - extremely knowledgeable in share portfolio, great advice, easy to understand. Highly recommend"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Insurance Protection
  • Small Business Advice
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2008

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Massey University
Completed
1998

Master of Business Administration

Level
9 - Masters Degree
Institution
Macquarie Graduate School of Management
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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