John Potkonjak

Fitzpatricks Private Wealth

Silver
7 Yrs Experience
Sydney, NSW 2000
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 and skiing.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • 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 Silver
  • Rating 4.85
  • Number of reviews 9
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Fitzpatricks Private Wealth

Level 9, 10-14 Spring Street
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

4.85
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.85
Customer care
4.55
Likely to recommend
Showing reviews 1—9 of 9

Sort by

4.50

"John is not only my financial advisor but I consider John as a friend. Because of that reason, I trust John completely. He has worked out a very good plan for me, that I feel confident that I will always have an income that is totally better then the government pension. He wxplaina everything to me to a level that I can understand. John is always there for me whenever I have a question for him. We have regular pho e chats and he always comes to our house to discuss my portfolio. I would always recommend John to my family and friends."

  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has always provided advice in relation to my pension fund in a clear and concise manner. I trust him to always consider my personal situation and give the most appropriate advice. He is quick to respond to any queries or concerns I might have and always extremely pleasant to deal with."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has given me advice in areas including Self Managed Super Funds and Managing Debt. John was usually able to explain things to me in a clear way. Through John's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received John's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John has acted as our financial project manager for nearly 2 years now and his sound advice and honest nature has helped us move forward financially with confidence. We always receive John's full care and attention when we need it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The first person in this field that I actually think puts his customer before his well earned commission. A lovely person who works very hard for his client base."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"John explained everything clearly in a lay person language His plan seems to be well thought and prepared"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John is really great cares explains and look after us is pro active we trust him with our life"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very happy to have John s expertise in financial matters help me. He explains things so you can understand it. He is a very nice person and I trust him"

  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"John makes everything interaction personal. Always makes time to explain the process and confirms your understanding. He is polite and friendly and goes the extra mile. It's always been a pleasure to deal with him. Our situation was complexed however this did not put John off he infact worked hard to find us the perfect solution."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
International Institute of Technology (IIT)
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Associate
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