Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Reviews
5
out of 5 starscathy
35-45 years old"Johnny is helpful and transparent on his services, he cares about his clients and strives to provide best services he can offer, I would recommend him to anyone I know."
26 Nov 2020Shawn
35-45 years old"Johnny is very knowledgeable, detailed and transparent in the services he has patiently provided. I highly recommend him to anyone seeking financial advice and services."
25 Nov 2020Russel
46-55 years old"Was introduced to Johnny by a friend and his attitude and approach was friendly which made me listen and understand what was out there and what was required by me and my wife to secure our futures. Didn’t take long to go with Johnny’s advice and now a few years after we are extremely glad we did. He is very approachable for clarifications and proactive in keeping up with changes and making sure we are too. I have and will have no hesitation in introducing Johnny to my family and friends. Good Job Johnny !!!"
20 Nov 2020Peter
46-55 years old"Johnny was extremely patience during our enquiry into insurance products and provide good recommendation based on our need. At no time do we feel that we are being pressured to make a snap decision. Johnny has followed up with us constantly to ensure we are happy with our product choice."
19 Nov 2020Helen
35-45 years old"My husband and I taken the insurance advice provided by Johnny. We have found him to be very detailed in his approach (which we like). He was very knowledgeable, thorough and punctual. Johnny is not just a trusted adviser to us, he has become a good friend. We highly recommend Johnny’s service to anyone who is looking for Financial Advice."
17 Nov 2020Jeslin
35-45 years old"I knew Jonny from my banker and got to know from that person that he has been involved in the banking and finance industry for several years. Jonny advised us with suitable Life insurance cover best suited to our health and wellness lifestyle. When we first met him he was very friendly and professional and displayed his expertise in the field. Later on, he has been advising us with our superannuation and also other wealth segments. Jonny reviews our insurance policy annually, ensuring that the existing plan is appropriate for our current financial and lifestyle needs. He is our go-to Finance and Wealth person. "
12 Nov 2020My Expertise
-
Budgeting
-
Government Assistance
-
Growing Assets
-
Insurance & Protection
-
Managing Debt
-
Medical Industry
-
Retirement Planning
-
Self Managed Super Funds
-
Small Business Advice
-
Socially Responsible Investments
-
Superannuation
-
Tax Strategies
-
Wills & Estate
Key information
- Adviser rating
- Platinum
- Years Experience
- 11 Years
- Highest qualification
-
Master of Commerce
- Industry Memberships
-
1 total
- Address
- 3 Robbie Cres
Carlingford, NSW, 2118 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Wealth Spirit
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Synchronised Business Services Pty Ltd
-
Licensee owned by
SYNCHRON AUSTRALIA PTY LTD
My Qualifications
-
Ethics and Professionalism in Financial Advice - Bridging (2020)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
-
Advanced Diploma of Financial Services (2011)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Pinnacle Financial Services Academy
-
Diploma of Financial Services (2010)
Level of Qualification: Level 5 - Diploma
Institution: Mentor Education
-
Certified Financial Planner (CFP) (2010)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association of Australia (FPA)
-
Master of Commerce (2006)
Level of Qualification: Level 9 - Masters Degree
Institution: Macquarie University
My Memberships
-
Financial Planning Association of Australia (FPA)
Level of Membership:
Certified Financial Planner
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
cathy
35-45 years old"Johnny is helpful and transparent on his services, he cares about his clients and strives to provide best services he can offer, I would recommend him to anyone I know."
26 Nov 2020Customer opinions
Shawn
35-45 years old"Johnny is very knowledgeable, detailed and transparent in the services he has patiently provided. I highly recommend him to anyone seeking financial advice and services."
25 Nov 2020Customer opinions
Russel
46-55 years old"Was introduced to Johnny by a friend and his attitude and approach was friendly which made me listen and understand what was out there and what was required by me and my wife to secure our futures. Didn’t take long to go with Johnny’s advice and now a few years after we are extremely glad we did. He is very approachable for clarifications and proactive in keeping up with changes and making sure we are too. I have and will have no hesitation in introducing Johnny to my family and friends. Good Job Johnny !!!"
20 Nov 2020Customer opinions
Peter
46-55 years old"Johnny was extremely patience during our enquiry into insurance products and provide good recommendation based on our need. At no time do we feel that we are being pressured to make a snap decision. Johnny has followed up with us constantly to ensure we are happy with our product choice."
19 Nov 2020Customer opinions
Helen
35-45 years old"My husband and I taken the insurance advice provided by Johnny. We have found him to be very detailed in his approach (which we like). He was very knowledgeable, thorough and punctual. Johnny is not just a trusted adviser to us, he has become a good friend. We highly recommend Johnny’s service to anyone who is looking for Financial Advice."
17 Nov 2020Customer opinions
Jeslin
35-45 years old"I knew Jonny from my banker and got to know from that person that he has been involved in the banking and finance industry for several years. Jonny advised us with suitable Life insurance cover best suited to our health and wellness lifestyle. When we first met him he was very friendly and professional and displayed his expertise in the field. Later on, he has been advising us with our superannuation and also other wealth segments. Jonny reviews our insurance policy annually, ensuring that the existing plan is appropriate for our current financial and lifestyle needs. He is our go-to Finance and Wealth person. "
12 Nov 2020Customer opinions
Chris
35-45 years old"Was quite skeptical of so called 'financial advisers' before I met Johnny. Johnny has always been a financial coach of sorts, who has helped me to be more aware of insurances, super and my investments. He has always provided sound, research backed and easy to follow advice that surprisingly helped me save money rather than costing me more. I feel more confident and organised with Johnny's financial guidance."
28 Oct 2020Customer opinions
John
Under 35 years old"Johnny is an excellent adviser. I've dealt with many in the past and he definitely stand out in terms of the advice and care he gives to his clients. He always acts with integrity and care towards his clients and i would highly recommend him to anyone. "
29 Jun 2020Customer opinions
Michael
35-45 years old"Johnny provided me with advice on the right level of life and TPD insurance cover for my situation. He was very thorough with his preparation and clear in his communication. He explained the various types of cover in a simple and easy to understand manner. He was very patient and worked hard to achieve the best outcome for me. I would highly recommend his services."
01 Jun 2020Customer opinions
Daniel
35-45 years old"Johnny has provided us with help on Superannuation advice and insurance products. Johnny was able to clearly outline differences in products and why it is important to be properly insured. Johnny's knowledge is second to none and it shows he really cares about the benefits we will enjoy as his clients. I believe anyone seeking finance, investment, super and insurance advice should speak to Johnny today."
14 Apr 2020Customer opinions
Stella
35-45 years old"Johhny has helped me switch insurance provider. Johnny is always quick to respond, very thorough and patient."
14 Apr 2020Customer opinions
Catherine
35-45 years old"Johnny is very professional financial advisor who is able to provide tailored advice to each client based on their special needs in timely basis."
13 Apr 2020Customer opinions
Chris
Under 35 years old"Johnny helped my wife and I put in place a comprehensive insurance package after we bought our first house. We knew nothing about insurance when we started. Johnny provided very comprehensive advice and was able to explain things well. He was very patient in answering the many questions we had for him throughout the process. We were most impressed by Johnny's hard work and persistence to get us the best coverage possible. We had a few health issues which meant that we had to speak to a number of insurers to get the best cover - this wasn't easy - but Johnny persisted and ended up getting us a great outcome which we are very happy with. "
13 Apr 2020Customer opinions
Sanip
35-45 years old"I have had a good customer experience from Johnny. He showed the capacity to turn around the request with great FP knowledge and find solution efficiently. He followed up well with the insurance provider and updated me where the it is at as well. Well done and thanks again."
22 Jan 2020Customer opinions
Jason
35-45 years old"Johnny is a down-to-earth financial adviser who has provided sound advice in helping me structure my insurance needs effectively. I am impressed by his responsiveness and pro-activeness in helping out with my questions, and he provides exemplary after-sales service, going above and beyond to help sort things out on my behalf without me asking. I have no hesitation recommending Johnny to anyone who is serious about exploring their insurance options. Thank you Johnny! "
23 Oct 2019Customer opinions
Rufina
Under 35 years old"Johnny gave me advice on insurance and he was very professional throughout the whole process. He was clear and answered all my questions. Further information was required for my application and he was patient and provided me with an update on a regular basis. I appreciate that he considered my best interests by achieving the best possible outcome for me. Thank you!"
05 Aug 2019Customer opinions
Eric
35-45 years old"Johnny advised me for insurance and I found him to be knowledgeable, friendly and reliable. He made the process relatively painless."
10 Jun 2019Customer opinions
Ellie
Under 35 years old"First time using a financial planner, introduced to me by a friend of mine. The experience was great, and changed my stereotype of a typical financial planner. The advice was making a decision on whether to join Vitality Program and if so which insurance to join. He was friendly, approachable and knew his products well. He was able to break down the pros and cons, and walked through the scenario in a easy to understand, logical fashion. He’s also very responsive, and is always there to help if you run into any problems. "
15 Mar 2019Customer opinions
Nimalan
35-45 years old"Johnny has been a friend and advisor over the past nine years. He is a pleasure to deal with. His advice is candid and his knowledge is vast and he is willing to ensure that I get the best wealth outcomes. "
22 Feb 2019Customer opinions
Ting
35-45 years old"Johnny has given me advice on life, TPD, trauma, and income protection insurance as well as the AIA Vitality program. He reviewed my existing insurance cover and structure and advised me to re-structure and change cover where necessary in order to meet my insurance needs as well as to maximise tax benefits. I work in the financial services industry myself and have good understanding of insurance. Through my communications with Johnny, I feel that he is extremely knowledgeable, down to the earth and trustworthy. I'd highly recommend him to anyone who needs financial advce. "
20 Feb 2019Customer opinions
LH
46-55 years old"Johnny, you have made getting insurance so much easier. Initally, because of my past health history, I was thinking it was going to be a painful process. Out of my expectation, it was done and dusted within a couple of weeks. Your after sale service is second to none. You treat us like part of your family that you do care everything we need. Whenever we need help, you reply and respond very promptly. Thanks again Johnny. Keep up with the good work!"
24 Jan 2019Customer opinions
Zeason
35-45 years old"I am very grateful for having Johnny as my financial advisor. His wealth of knowledge, passion and enthusiasm to always seek the best outcome for his clients are second to none so I would highly recommend his service to everyone."
31 Dec 2018Customer opinions
Chun Yee
Under 35 years old"Highly contactable, extremely informative and very time efficient, Johnny has helped me out where the big banks have failed. The quality of personalised service I received was top notch and I would recommend him without any hesitation. "
26 Nov 2018Customer opinions
Paul
35-45 years old"Johnny has always been respectful and patient when dealing with my questions. I feel confident in his judgement when he makes recommendations related to my personal circumstances. I highly recommend his services."
13 Sep 2018Customer opinions
holly
35-45 years old"Johnny had been very helpful and patient in helping me to find best suited life insurance for me. He is thorough and went extra miles to help me setup the insurance and the vitality program. He is very knowledgeable and punctual to every single appointment. I would highly recommend his service and contact him again for future financial advisory needs."
07 Sep 2018Customer opinions
Allan
35-45 years old"Very knowledgeable and always approachable. Promptly replies to queries and very efficient with his work. "
06 Sep 2018Customer opinions
Kevin
35-45 years old"Thorough and knowledgeable, always considers individual circumstances and provides advice accordingly. "
19 Aug 2018Customer opinions
Russel
46-55 years old"We have been pleased with Johnnys’ professionalism and the knowledge of the Fin.Plan. Advise provided. Very content and confident of the advise we have received thus far. No hesitation in recommending Johnny and he’s a great bloke."
31 May 2018Customer opinions
Antonio
35-45 years old"N/A"
30 May 2018Customer opinions
Mau
35-45 years old"My experience with Johnny has been really positive. He is patient, full of initiative and takes time to explain things in lay terms. Nothing is too difficult for Johnny and he's sincere in lending a helping hand. I appreciate Johnny's transparency and expertise and would be happy to recommend his services to others."
15 May 2018Customer opinions
Joe
56-65 years old"Johnny has excellent knowledge in financial planning. He gave me a lot of good advice in my planning towards retirement, and the plan is on track to my expectation."
15 May 2018Customer opinions
David
Under 35 years old"Johnny provides well constructed and value adding advice. He ensures that I am adequately covered in relation to my insurance needs. He is proactive and his service is top notch! "
13 May 2018Customer opinions
Vijay
56-65 years old"Johnny, is Trusted & always provide superior service with a smile."
12 May 2018Customer opinions
Winnie
Under 35 years old"Excellent service. "
12 May 2018Customer opinions
Annie
Under 35 years old"Johnny is not defined merely by his profession but more so his personality. He always goes above and beyond to ensure I am comfortable with the processes, procedures and outcomes. He could not be more highly recommended. He has fostered a lifelong association which provides me reassurance not only in the policy, but also in the individual presenting them."
25 Apr 2018Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
Let's chat
I'm committed to providing quality service and meeting your needs.
Please enter your details and some information about the services you need to help me give you the best possible response.