"I provide an independent and sophisticated wealth management solution for building and protecting personal and family wealth over the long-term."
John previously worked in the Private Wealth Management division of JBWere and joined Morgans in 2009. John forms part of a successful team of investment advisers who have over thirty years advising experience within the wealth management industry. John offers a vast range of financial planning and stockbroking services to clients from a variety of backgrounds.
Services and specialities
- Options and Warrants
- Portfolio Administration
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
John works closely with his clients to develop a robust, disciplined and flexible wealth creation strategy and believes the best long-term results come from developing a plan and committing to it. His skills and experience enable him to provide a complete wealth management service to help his clients achieve their financial goals and objectives over the long term.
Industry Education & Experience
Qualifications
- Graduate Diploma of Financial Planning, Kaplan, 2011
- Bachelor of Commerce (Financial Planning), Deakin University, 2006
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.