Location
Mornington
Qualifications
CFP®
BCom (Accounting)
DFP
Connect
About
With more than 20 years of experience, John takes a goals-based approach to advice, with a strong emphasis on cash flow, structure and strategy. He works closely with clients to help them understand what they own, where their money’s going, and how to create a plan that supports their long-term goals.
John holds a Bachelor of Commerce majoring in Accounting and a Diploma of Financial Planning. He successfully passed the FASEA Exam in 2019 and was awarded the Gwen Fletcher Memorial Award in 2015 as the highest-performing CFP® Certification student.
Outside of work, John enjoys spending time with his family and keeping fit. For him, finding balance in life is the key.
