John Broughton
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
John Broughton is an ASIC-registered financial adviser dedicated to helping individuals and families in Milton, NSW, achieve their financial goals. With a Bachelor of Commerce in Financial Planning with Honours from the University of Wollongong (2005) and ongoing professional development, including FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2021), John possesses a strong foundation of knowledge and ethical practice. He is also a proud member of the Financial Advice Association of Australia (FAAA) and holds the prestigious CFP (Certified Financial Planner) designation, demonstrating his commitment to excellence in financial planning. Authorised to provide advice on a broad range of financial products, John can assist you with superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. John takes a holistic approach to financial planning, tailoring strategies to your specific needs and circumstances. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's financial future, John can provide expert guidance and support. Contact John today to schedule a consultation and take control of your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does John Broughton offer?
John offers advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to your specific needs and goals.
What are John Broughton's qualifications and professional memberships?
John holds a Bachelor of Commerce in Financial Planning with Honours from the University of Wollongong. He has also completed FPC002B Ethics and Professionalism in Financial Advice. He is a CFP (Certified Financial Planner) and a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with John?
During your initial consultation, John will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.
How does John Broughton stay up-to-date with changes in the financial industry?
John is committed to ongoing professional development and regularly attends industry conferences and seminars to stay abreast of the latest changes in legislation, regulations, and investment strategies. This ensures he can provide you with the most current and relevant advice.
How is John compensated for his financial advice services?
John will clearly explain his fees and charges upfront, ensuring transparency and understanding. His compensation may be based on a fee for service, commission, or a combination of both, depending on the specific services provided.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.