John is a dedicated Financial Adviser with over 15 years of experience in the financial services industry and has been a licensed adviser for the past two years. He holds a Graduate Diploma in Financial Planning from the University of Technology Sydney and brings a broad range of expertise including retirement planning, superannuation, SMSFs, investment strategy, passive income generation, financial modelling, aged care planning, and personal insurance.
His advice philosophy is rooted in a holistic, goals-based approach, working closely with clients to define their values and tailor strategies that align with what matters most to them. John is known for his clarity, empathy, and ability to simplify complex financial concepts, empowering clients to make confident decisions at every life stage.
John holds the Accredited Aged Care Professional™ Designation, is a SMSF Specialist Advisor (SSA®) and member of the SMSF Association, and an AFP® Practitioner Member of the Financial Advice Association Australia. He was a finalist in the AMP University Challenge (2021) and recognised as a finalist for ifa’s 2024 Newcomer of the Year — testament to his drive, integrity, and rising leadership in the industry.
Based in Sydney, John services a wide client base across the Greater Sydney area, Blue Mountains, Southern Highlands, Illawarra & South Coast, and the Central Coast & Hunter region.
Outside of work, John enjoys spending time with his wife and family, loves to travel, and is a sporting and pop music trivia tragic.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 15
- First year providing advice 2023
- Years of experience 2
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Findex Advice Services Pty Ltd
Level 24, 1 O'Connell StSydney, NSW 2000 2 Brookhollow Ave
Baulkham Hills, NSW 2153

Meeting methods
- In person
- Phone
- Video call
Licensed by
Financial Index Australia Pty Ltd
AFSL 240559

Findex Advice Services Pty Ltd
AFSL 243253
