John Ives

John has been working in the Banking and Finance sector since 1971 and has filled a wide range of financial planning roles since 1985. John holds the accreditation of Certified Financial Planner (CFP®) from the Financial Planning Association (FPA), the highest financial planning accreditation available from the FPA.

John is able to provide aged care and salary packaging advice, as well as strategic risk management, investment, estate and retirement planning advice, including the establishment and management of self-managed Superannuation funds. In addition, he can work with you to establish appropriate investment trading structures for both asset protection and tax planning purposes.

John believes in building a long-term relationship with his clients and understands the need to provide a value oriented, holistic financial planning service to achieve their lifestyle and financial objectives.

All recommendations are based upon an analysis of your needs, objectives and personal circumstances. Alternatively, you may also instruct John to purchase for you particular products or investments that you have chosen without his advice.