Insight and Compassion
John is a compassionate and understanding operator. This, coupled with his exceptional industry expertise, makes John a high-demand adviser.
John is a well-educated, experienced and insightful financial adviser. But more than that, John is a compassionate, understanding and warmhearted professional, who takes on his client’s financial challenges and needs, with steadfast commitment, nerve and a solutions mindset.
With over 17 years in the industry, John has experience both inside the big banks – including St George, ANZ and CBA – as well as having founded and operated a successful financial services consultancy.
John is a born listener, driven by a pervasive ethos of exemplary service, empathy and achieving optimum results for his clients.
Specialisations
In his early career, John worked across the full scope of financial services offerings.
Then in 2009, John set up his own financial advisory practice, so he could garner better, more meaningful & purposeful outcomes for his clients. And did he ever.
Having managed his first terminal illness claim, John saw the life-changing impact it had on his client – and his client’s family – at their most desperate time of need. So, he shifted gears. Driven by an unwavering need to genuinely help people, John experienced what few of us get to: the opportunity to make positive, life altering change to his client’s lives.
From that point, John has built an industry-renowned expertise in Personal Risk Insurance; an area he is extremely passionate about.
John’s full list of specialist expertise includes:
Personal Risk Insurance
Business Insurance
Business Succession planning
“First and foremost, I listen to my clients and gain a deep understanding of their situation. And I always try to put myself in my client’s shoes. Only then, can we work together to improve their financial future.”
A Trusted Adviser
John is a dedicated relationship builder. His chief motivation in building long-term partnerships with his clients is being able to help them when their financial or life situation has left them vulnerable or burdened. This relationship foundation allows John to share the weight of his client’s situation.
Through empathy, insight and astute financial advice, John gains the trust of his clients, especially in their time of need, and has proven time and time again, how powerful the right financial adviser can be.
With a down-to-earth manner, John focuses on his client’s endgame and paves a strategic, attainable and transparent pathway to help them achieve their financial goals. John thrives on establishing financial confidence in his client’s minds and hearts.
Qualifications
Bachelor of Finance (BFin)
Diploma Financial Services (Financial Planning) (DipFP)
Financial Adviser Standards & Ethics Authority (FASEA) accredited 2021
Industry Recognition
Young Adviser of the Year – Millennium 3 (2013)
Adviser Board for OnePath (now Zurich) 2013 and 2014
Memberships
John is a member of Financial Advice Association Australia (FAAA) and abides by their code of conduct
Authorised Rep No. 318406
Kaizen Wealth Solutions
Central House
101 Moray Street
South Melbourne, VIC 3205
support@kaizenws.com.au
03 9191 5833