John Potkonjak

John is a seasoned senior executive with over 20 years’ experience in the financial services sector in Australia and across the Asia-Pacific region whilst residing in Tokyo and Hong Kong. Senior level positions held include, CEO, COO, CMO, Regional Vice President, Representative Director and Chairman of the Board of Directors.

John is passionate about helping clients get financially well-organised so that they can maximise the probability of achieving the most meaningful financial outcomes in their lives. He provides customer centric financial advice to individuals and families and specialises in advising senior executives, medical specialists, professionals, business people and retirees.

John brings a fresh approach to financial advice that is highly-personalised and aims to establish the fundamentals of WHY an advice relationship with our firm will add value to you, before exploring WHAT advice and specific expertise needs to be delivered. He takes the time to listen – so he truly understands your financial and family situation and priorities.

As a Principal Adviser, he provides his clients with financial leadership, direction, capabilities, and expertise to fulfil the role of project management in all facets of their financial life. In addition, he helps his clients to clearly focus on their financial goals and aspirations, and what makes a great life for them.

Away from work, John enjoys spending as much time as he can with his wife and two boys, which often leads to weekend sporting commitments, school musical events, hiking, going to the rugby or just watching a movie. When he does get the time, he loves catching up with family and friends and taking some time out to travel. His hobbies include fishing, hiking, camping and skiing.