John Purl
Affinitas Capital
Gold
11 Yrs Experience
Norwood, SA 5067
When I created my wealth advisory business in 2014 I named it ‘Affinitas Capital’, of which 'Affinitas' is Latin for ‘relationship’.
You see at my core that’s what I’m all about, building strong relationships with my clients so that we can work together for life. To me the ‘long game’ and achieving what you want at each stage in your life is the most important thing.
Your life long success to me isn’t just about you having a wealth advisor but letting me help you achieve whatever goals you need to hit to be successful.
When you get to know me you’ll also quickly realise I’m a strong advocate for fitness and maintaining a healthy lifestyle. Let’s face it, if you’re struggling in health or happiness it’s difficult to be financially successful.
You’d be just blown away at the direct correlation between health, happiness and financial success. It’s something I’m super passionate about helping people with.
Before Affinitas Capital I worked for a US Investment Bank and Big Four Australian Banks, helping a wide range of clients over the past 14 years including high net worth individuals and families.
Throughout my journey though the most important thing I’ve learned is that for everyone’s success you need to maintain strong relationships and always deliver on what you promise.
That’s what Affinitas Capital is all about and my promise to you.
John Purl
john@affinitascapital.com.au
Financial Advisor
08 8172 9122
Expertise
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2011
- Years of experience 11
-
Highest qualification
- Bachelor of Commerce
-
Language spoken
- English
Affinitas Capital
39 Charles StreetNorwood, SA 5067
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Oreana Financial Services Pty Ltd
AFSL 482234
4.85
2 Reviews
5
4
3
2
1
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Diane, 65+ years, College Park, SA
"My review of John's financial advice has always been the same answer.........which is a good thing, because his knowledge, help and support have been consistently excellent. Secondly if I needed help with a matter unrelated to my portfolio, John has always guided me in the right direction.....always with patience and a smile...... a hard thing to do when dealing with bureaucracy He gets the job done! Nothing but praise from one of your original clients."
- Retirement & Pension
- Self Managed SuperFunds
- Budgeting
James, 35 - 45 years, North Adelaide Melbourne St, SA
"John has been a great help initially helping with income protection and now moving on to investments. He is an exceptional communicator and any thing he says he will do he does in an efficient manner. He is also a fierce advocate for you with insurance companies. I can highly recommend him as a financial planner and adviser."
- Insurance Protection
- Growing Assets
My clients have reviewed me based on the following areas of advice
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Growing Assets
- Budgeting
Qualifications & Training
Bachelor of Commerce
- Level
- 7 - Bachelor Degree
- Institution
- University of South Australia (UniSA)
- Completed
- 2004
Diploma of Financial Planning (DFP 1-4)
- Level
- 6 - Advanced Diploma, Associate Degree
- Institution
- Kaplan Professional
- Completed
- 2006
Advanced Diploma of Financial Services (Financial Planning)
- Level
- 6 - Advanced Diploma, Associate Degree
- Institution
- Kaplan Professional
- Completed
- 2010
Margin Lending Accreditation Program
- Level
- 0 - Training / Exam / Other
- Institution
- DeakinCo. (prev DeakinPrime)
- Completed
- 2010
Certificate 4
- Level
- 4 - Certificate IV
- Institution
- Kaplan Professional
- Completed
- 2010
Professional Memberships
Association of Financial Advisers (AFA)
- Membership type
- Practitioner Member
- Opinion
- Services
- Comment
- Questions
- Details
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