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.
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.
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.
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.'
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.
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.
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2015
- Years of experience 8
- Advanced Diploma of Financial Planning
Fitzpatricks Private Wealth PartnersLevel 9, 10-14 Spring Street
Sydney, NSW 2000
- 8:00am – 6:00pm Monday – Friday
Fitzpatricks Private Wealth Partners