Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
John, a Private Client Adviser, has over 12 years experience in the financial services profession. John is an AFP® member of the Financial Planning Association of Australia and has attained a Graduate Diploma in Financial Services (Financial Planning) and is currently undertaking a masters in Financial Planning.
He specialises in providing complex financial planning strategies and has a strong interest in wealth accumulation and retirement planning. He is experienced in working closely with his clients to achieve their long term goals and enjoys educating a diverse range of clients on how to be money smart.
Away from work, John’s major interests include spending time with his family and socialising with friends. He is also a keen athlete and enjoys engaging in various local and corporate sporting competitions.
‘Having precise and clearly set goals in place will help you live the lifestyle you want and allow you to achieve your full potential.’
John is an active member of the Financial Planning Association of Australia (FPA) and was named the 2015 FPA Financial Planner AFP® of the year.