"I aim to provide clients with plain English, solution driven comprehensive advice which encompasses the client’s total position, structure, needs and objectives."
John commenced his career in Financial Services in 1987, and has gained valuable knowledge and experience across the broader market in the areas of Investment Planning, Portfolio construction and Superannuation. He is a current Practicing member of the Financial Advice Association of Australia and is a Certified Financial Planner.
Services and specialities
- Investment Advice
- Self-Managed Super Funds
- Stockbroking
- Financial Planning
- Superannuation Advice
- Portfolio Administration
Investment Style
John acts for clients at all stages of life, in both the private and public sectors and focuses on Wealth Creation & Ongoing Management, Investment Strategies around tax, Superannuation including SMSFs, Risk Management, Pre & Post Retirement Strategies and Alternative Investments.
Industry Education & Experience
Qualifications
- Diploma of Financial Planning, Deakin/RMIT, 1998
- CERTIFIED FINANCIAL PLANNER®, FPA, 1997
- Graduate Certificate in Financial Planning, Griffith University, 2019
- Ethics and Professionalism, Griffith University, 2023
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary. 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.