Level 18, 127 Creek Street,Brisbane, QLD, 4000Request a callback Book an appointment
John has worked as a Financial Planner since 2011, working with a diverse range of clients from time-poor professionals looking to build wealth and make smart financial decisions, through to individuals looking to plan towards a comfortable retirement. He is a firm believer in taking an holistic approach to financial advice, assisting clients in building a personalised plan and making informed financial decisions. John’s process involves starting with understanding a client’s overall circumstances and important goals, and working backwards to determine a tailored course of action to achieve these goals and build towards financial security. John has extensive experience in superannuation, risk management, investment planning and strategic cash flow management.
• Fellow Chartered Financial Practitioner (FChFP) - Kaplan
• Margin Lending & SMSF certification – Kaplan
• Mortgage Broking certification – Kaplan
• Advanced Diploma of Financial Planning – Kaplan
• Diploma of Financial Planning – Training Australia
• Master of Business Administration (MBA) – University of Queensland
• Master of Economics – University of Sydney
• Bachelor of Arts and Science – University of Sydney
As a Leader and Certified Financial Planner, I have a strong passion for my industry and the privileged position we hold. Clients come to us with what is their life’s work and ask us to help them navigate through the options and work out what is best for them.
I have provided advice at many levels, ranging from basic advice to creating complex ongoing plans for Private Clients and Business Owners with significant wealth and income. I have structured advice businesses, developed systems, processes, while creating and growing revenue to ensure the continued business viability in what is a very competitive environment.
Leveraging off my maturity, confidence and passion for advising, I maintain a flexible yet outcomes-driven approach. After working together, many clients and peers say that I give them the confidence to move forward, deliver on what was promised and am always reliable. Knowing I have made a difference in people’s lives is something that I strive for and helping others was one of the key reasons for getting into financial services.
Tom was very helpful and approachable. He helped sort out both our retirement plans and pensions. Was always available when i had questions