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John is an experienced advisor with a strong focus in private wealth management. Over the past decade, he has advised many high-net-worth individuals and businesses in matters relating to their assets.
John graduated with a Bachelor of Commerce with Majors in both Finance and Accounting in 2010 from the University of Queensland. Since then, he has attained the CFP (Certified Financial Planner) accreditation as well as being certified ‘Institute of Banking and Finance Advanced’, along with passing the CFA (Chartered Financial Analyst) level 1 exam. He also attained an MBA with Distinction from the University of Manchester and holds an Advanced Certificate in Trust Services from Nanyang Technological University’s Wealth Management Institute.
John has also been invited to speak at numerous conferences in the Asia-Pacific region on a wide range of topics relating to wealth management.
He believes strongly in an unbiased, independent financial advisory model and the value that his clients derive from it, be it relating to advice on investments, insurance, mortgages or wills and trusts.
In his personal time, he competes in Brazilian Jiu-Jitsu and works regularly with the Missionaries of Charity, an organisation dedicated to aiding the less fortunate.
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