John Duncan
Financial Adviser
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About
John Duncan is an ASIC-registered financial adviser based in Kelvin Grove, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. John holds a Bachelor of Business (Banking and Finance) from Queensland University of Technology (1998) and a Diploma of Financial Planning from FPA (1999). He further enhanced his expertise by becoming a Certified Financial Planner in 2000 and completing studies in Margin Lending & Geared Investments through Kaplan Professional in 2010. As a member of the Financial Advice Association of Australia (FAAA), John adheres to the highest professional and ethical standards. He is authorised to provide advice on a broad range of financial products, ensuring his clients receive well-rounded and informed guidance. John specialises in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, John can provide the expert guidance you need. Contact John today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does John Duncan offer?
John Duncan provides advice on 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 meet your individual needs and financial goals.
What are John Duncan's qualifications and experience?
John holds a Bachelor of Business (Banking and Finance) from Queensland University of Technology, a Diploma of Financial Planning from FPA, and is a Certified Financial Planner. He has been working in the financial services industry since 1998, providing expert advice and guidance to his clients.
What is the process for working with John Duncan?
The process typically begins with an initial consultation to discuss your financial situation, goals, and concerns. John will then develop a personalised financial plan tailored to your needs. Regular reviews and updates will ensure your plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with John Duncan?
During your first meeting, you can expect a friendly and professional discussion about your financial situation, goals, and any concerns you may have. John will explain his approach to financial planning and answer any questions you may have. The goal is to establish a clear understanding of how he can help you achieve your financial objectives.
How can John Duncan help me with my retirement planning?
John can help you develop a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. He can provide advice on superannuation, investments, and strategies to maximise your retirement savings and ensure a comfortable retirement.
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