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.
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!
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.
Paul - extremely knowledgeable in share portfolio, great advice, easy to understand. Highly recommend
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2007
- Years of experience 16
- Master of Business Administration
Agility Wealth PartnersLevel 28, 161 Castlereagh St
Sydney, NSW 2000
- 8:00am – 6:00pm Monday – Friday
Matrix Planning Solutions Ltd