John Rees
Financial Adviser
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About
John Rees is an ASIC-registered financial adviser based in Brisbane, Queensland, committed to providing tailored financial solutions to help clients achieve their financial goals. With a solid foundation in accounting and extensive experience in financial planning, John brings a wealth of knowledge and a client-focused approach to every interaction. John holds a Bachelor of Business (Accounting) from La Trobe University and is a Chartered Accountant, demonstrating his commitment to upholding the highest professional standards. Further enhancing his expertise, John is a Certified Financial Planner and an SMSF Specialist Adviser. He is also a member of Chartered Accountants Australia and New Zealand, the Financial Advice Association of Australia, and the SMSF Association. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, John offers holistic strategies designed to meet each client's unique needs. He is also qualified to provide advice 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 • SMSF advice Ready to take control of your financial future? Contact John Rees today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does John Rees offer?
John Rees provides advice on a wide range of financial products and services, including superannuation, retirement planning, wealth management, insurance, and SMSFs. He can help you create a personalized financial plan to achieve your goals.
What are John Rees' qualifications and experience?
John holds a Bachelor of Business (Accounting), is a Chartered Accountant, a Certified Financial Planner, and an SMSF Specialist Adviser. He has been providing financial advice for over 20 years.
What is the process of working with John Rees?
The process typically starts with an initial consultation to understand your financial situation and goals. John will then develop a tailored financial plan, implement the plan, and provide ongoing reviews and adjustments as needed.
How can John Rees help me with my superannuation?
John can provide advice on various aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy. He can also assist with establishing and managing self-managed super funds (SMSFs).
What should I expect during my first meeting with a financial advisor?
During your first meeting, expect to discuss your financial situation, goals, and risk tolerance. John will ask questions to understand your needs and provide an overview of how he can help you achieve your objectives. It's a great opportunity to ask any questions you have.
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