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JK

John Kazakoff

Financial Adviser

Arrive Wealth Management (SEQ) Pty Ltd
Brisbane, QLD 4000

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About

John Kazakoff is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a Bachelor of Commerce from the University of Queensland (1997), a Graduate Diploma in Applied Finance and Investment from the Securities Institute (2002), and a Graduate Diploma in Financial Planning from the Securities Institute (2004), John possesses a strong academic foundation and extensive industry knowledge. John's commitment to professional excellence is reflected in his memberships as a CA - Financial Planning Specialist, a CFP - Certified Financial Planner (FPA), a Fellow of the Tax Institute (FTI), a member of the Financial Advice Association of Australia (FAAA), a Life Risk Specialist (LRS) with the FPA, and a member of the Stockbrokers Association of Australia. Authorised to provide advice on a broad 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, John offers tailored solutions to meet diverse client needs. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning Ready to take control of your financial future? Contact John today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Risk management Insurance solutions Investment advice Securities advice Tax-effective strategies

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning Tax Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000525758

Verify on ASIC Register

Authorised Representative Number

000247721

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does John Kazakoff provide?

John Kazakoff is authorised to provide advice on a broad 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.

What qualifications does John Kazakoff have?

John Kazakoff holds a Bachelor of Commerce from the University of Queensland (1997), a Graduate Diploma in Applied Finance and Investment from the Securities Institute (2002), and a Graduate Diploma in Financial Planning from the Securities Institute (2004).

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 outline a tailored strategy designed to help you achieve your financial objectives. There is no obligation to proceed after the initial consultation.

How does John Kazakoff stay up-to-date with the latest financial regulations and strategies?

John is committed to ongoing professional development and is a member of several industry bodies including the Financial Advice Association of Australia (FAAA), the Tax Institute (FTI) and the Stockbrokers Association of Australia. This ensures he remains informed of the latest changes and best practices.

What is John Kazakoff's approach to financial planning?

John believes in a client-centric approach to financial planning. He prioritizes understanding your individual needs and goals to develop a personalized strategy that aligns with your values and aspirations.

Get in Touch

Contact John directly for personalised advice.

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