John joined Aspire2 Wealth Advisers in October 2011 after attaining a Bachelor of Business majoring in Accounting and Finance. Since joining the organisation he has had several roles from being a Planning Assistant to Paraplanner. Following a 10 week intensive course in Sydney John was appointed as an Authorised Representative in October 2013. This journey combined with his technical knowledge and learnings from experienced advisers has resulted in John being an exceptional Adviser.
John works with clients to lead them to their desired goals and objectives. Taking the complicated and stressful situations they find themselves in and turning them into easy to execute, individually tailored strategies of wealth creation. Mostly importantly, putting the client back in control of their lives and their outcomes.
John is an avid Fremantle Dockers supporter and is a keen golfer, playing Pennants for Mount Lawley Golf Club.
John has given me his advice and knowledge so I could invest my funds soundly and manage my budget with an allocated cash flow each month. If I have had any questions he has always taken the time to explain so I understand the reasons why. I feel very confident that the advice given was right for my needs. I receive John's full care and attention when I need it.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2013
- Years of experience 10
- Bachelor of Business (Finance and Accounting)
Aspire2 Wealth AdvisersLevel 2, 33 Richardson Street
West Perth, WA 6005
Charter Financial Planning