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John Palmer
BCom CA CFP® MAICD
Senior Private Client Adviser / Partner of Milton and Springfield-Ipswich Office
I take a holistic approach to financial advice in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
John is a Director and shareholder of Forefront Financial Services. John holds a Bachelor of Commerce, is a Chartered Accountant, and has worked in the professional accounting sector for many years before moving to the corporate sector in the 1980s.
Investment Style
John specialises in providing holistic advice to clients, involving superannuation, taxation, investment and estate planning. He has extensive experience in the fields of property development and construction, manufacturing and tourism. A large number of John's clients enjoy the flexibility and control of having their own self managed superannuation funds.
Services and Specialties
Superannuation Advice
Self-Managed Super Funds
Options
Wealth Management
Retirement and Estate Planning
Stockbroking
Qualifications and Professional Affiliations
Diploma of Financial Planning
Ethics and Professional Relationships
Bachelor of Commerce
Associations
Member of the Financial Advice Association Australia
Institute of Chartered Accountants Australia
Australian Institute of Company Directors
Competencies
FASEA Financial Adviser Exam
Direct International Equities Trading Adviser
Margin Lending
Superannuation
Managed Investments
Generic
ASIC Financial Advisers Register
Securities
Tax (financial) Adviser
Financial Planning
Derivatives Level 1
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.
