"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.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
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.
Industry Education & Experience
Qualifications
- Accountancy, Institute of Chartered Accountants, 1969
- FSR Accreditation, The Centre for Business Solutions, 2002
Professional Associations
- Chartered Accountants Australia and New Zealand
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me as your adviser by way of salary. As a shareholder of Cranium Financial Pty Ltd, I may be entitled to a share of profits.