Banking & Finance)
F.Fin (Fellow of FINSIA)
Grad Dip app Finance
(Investment Management Major)
T: 07 3871 0081
Check out JD
As one of our most senior members of the team, John heads up our Financial Planning team.
John is a guy who takes treating his clients as his number one priority. When he says he aims to maximise the outcomes from your income, he isn’t saying it lightly. Clients can attest to the dedication and commitment he has for getting you the most out of your hard work and he won’t stop until he has the best result for you.
In 2005 John spread his wings and relocated to London to gain international experience in a European Private Equity firm as their Financial Controller managing not only the firms internal financial structuring and banking deals, but also working on the structuring and financing for the acquisition of large private businesses across Europe such as UK pubs / nightclubs / restaurant conglomerate, healthcare, and auto.
With over 15+ years of experience across his key areas of expertise such as tax, superannuation (SMSF), private and family wealth management, estate planning, retirement planning, and portfolio construction across all asset classes including shares and property, John is able to apply these skills to his clients’ affairs to provide them with customised wealth creation strategies.
As well as providing the financial control to his clients, John is deeply connected with all aspects of his clients’ lives and family matters. His clear guidance during difficult times helps his clients make the right decisions.
John has been part of Advisory boards for investment managers, property managers, and product suppliers to the financial planning industry.
John lives and breathes the 4 Pillars philosophy of Snelleman Tom – and John knows his ‘number’ and can show you how to reach yours as well. With a passion to grow, protect, and reduce the tax impact of every dollar available John provides the opportunity for his clients to achieve financial independence, meet their goals, and solve their problems whatever they may be.