John Gillespie
Financial Adviser
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About
John Gillespie is an ASIC-registered financial adviser dedicated to providing comprehensive financial solutions to clients in Phillip, ACT, and beyond. With a career foundation built upon a Bachelor of Arts in Accounting from Canberra College of Advanced Education (1983), John has continually expanded his expertise through specialized qualifications, including SMSF (Kaplan, 2008), Cert IV in Finance & Mortgage Broking (Training Management Australia (TMA), 2009), and Margin Lending & Geared Investments (Kaplan, 2010). His commitment to professional excellence is further demonstrated through his memberships with Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA). John is authorised to provide advice on a broad spectrum of financial products, ensuring his clients receive tailored guidance to achieve their financial goals. This includes superannuation, insurance, wealth management, and retirement planning strategies. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services include: • Superannuation advice and SMSF strategies • Comprehensive insurance solutions • Strategic wealth management • Retirement planning and income streams • Investment advice Ready to take control of your financial future? Contact John Gillespie today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does John Gillespie offer?
John Gillespie provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts.
What are John Gillespie's qualifications and memberships?
John holds a Bachelor of Arts in Accounting, SMSF certification, Cert IV in Finance & Mortgage Broking, and Margin Lending & Geared Investments certification. He is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of John Gillespie?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, John will develop a tailored financial plan to help you achieve your objectives. Subsequent meetings will be scheduled to review and adjust the plan as needed.
What can I expect from working with John Gillespie as my financial adviser?
You can expect personalised advice, clear communication, and a commitment to helping you achieve your financial goals. John prioritises building long-term relationships with his clients based on trust and transparency.
Does John Gillespie specialise in any particular area of financial advice?
While John offers a broad range of services, he has extensive experience in superannuation, retirement planning, and wealth management, which are areas he has focused on throughout his career.
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