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John Tuckerman
CA
Senior Client Adviser, Director - Newcastle
My aim is to assist my clients to grow wealth and become financially independent.
John has more than 35 years as a successful personal investor and has been a principal of Morgans, Newcastle since 1990. John has been in the industry and a private client adviser since 1987. His clients funds under advice exceed $510m.
Investment Style
John specialises in direct share, property and infrastructure trusts investing for individuals and superannuation funds, seeking tax-effective capital appreciation and income. He has a particular interest in medium/long term investment growth portfolios, DIY superannuation funds management and tax-effective investment strategies.
Services and Specialties
Superannuation Advice
Fixed Interest and Cash Management
Self-Managed Super Funds
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Stockbroking
Qualifications and Professional Affiliations
Accountancy
FSR Accreditation
Associations
Registered Tax Agent
Chartered Accountants Australia and New Zealand
Competencies
Margin Lending
Generic
Securities
Financial Planning
Managed Investments
Superannuation
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of salary. As a shareholder of Cranium Financial Pty Ltd, I may be entitled to a share of profits.
