John Jones
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 Jones is an ASIC-registered financial adviser based in Wollongong, NSW, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a career spanning several decades, John brings a wealth of knowledge and experience to every client interaction. John holds several key qualifications including a CFP from FPA (1993), a Diploma of Financial Planning from FPA (2004), a Self Managed Superannuation Fund certification from Tribeca (2004), is an ASX Accredited Listed Product Adviser through Kaplan (2009) and a DPML Margin Lending certification from Pinnacle (2010). Authorised to provide advice on a comprehensive range of financial products, John specialises in superannuation, insurance, wealth management and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact John today for a consultation and discover how personalised financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does John Jones offer?
John Jones specialises in superannuation advice, retirement planning, wealth management, and insurance solutions, among other financial services. He provides tailored advice to help you achieve your financial goals.
What qualifications does John Jones have?
John Jones holds a CFP from FPA (1993), a Diploma of Financial Planning from FPA (2004), a Self Managed Superannuation Fund certification from Tribeca (2004), is an ASX Accredited Listed Product Adviser through Kaplan (2009) and a DPML Margin Lending certification from Pinnacle (2010).
How does John Jones tailor financial advice to my specific needs?
John Jones begins by understanding your current financial situation, future goals, and risk tolerance. He then develops a personalised financial plan that aligns with your objectives, regularly reviewing and adjusting it as your circumstances change.
What can I expect during my first consultation with John?
During your initial consultation, John will discuss your financial goals, gather information about your current situation, and explain his advisory process. This meeting is an opportunity for you to ask questions and determine if his services are the right fit for you.
Can John Jones help me with my retirement planning?
Yes, John specialises in retirement planning and can assist you in creating a strategy to accumulate wealth, manage your superannuation, and ensure a comfortable retirement.
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.