John Hart
Financial Adviser
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About
John Hart is an ASIC-registered financial adviser based in Milton, QLD, dedicated to providing comprehensive and tailored financial solutions to help clients achieve their financial goals. With a strong academic foundation including a Bachelor of Arts, a Bachelor of Legal Studies from Macquarie University, and a Masters of Commerce (Accounting) from the University of New South Wales, John combines his extensive knowledge with practical experience to deliver exceptional advice. John's qualifications also include PS146 from the Securities Institute of Australia and the Certified Financial Planner designation from the Financial Planning Association of Australia (now FAAA), demonstrating his commitment to upholding the highest professional standards. He is an active member of the Financial Advice Association of Australia (FAAA), the National Tax and Accountants Association (NTAA), and The Tax Institute. Authorised to provide advice on a broad range of financial products, John specialises in superannuation, insurance, wealth management, and retirement planning. He offers expert guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. 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 his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does John Hart provide?
John Hart specialises in superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does John Hart hold?
John Hart holds a Bachelor of Arts and a Bachelor of Legal Studies from Macquarie University, a Masters of Commerce (Accounting) from the University of New South Wales, PS146 from the Securities Institute Of Australia and the Certified Financial Planner designation from the Financial Planning Association of Australia.
What is the process for becoming a client of John Hart?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Following this, John will develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will ensure the plan remains aligned with your changing needs.
How can wealth management advice from John Hart help me?
John’s wealth management advice focuses on growing and protecting your assets through strategic investment and financial planning. He will work with you to develop a portfolio that aligns with your risk tolerance and financial goals, ensuring a secure financial future.
What should I expect during my first meeting with John Hart?
During your first meeting with John, you can expect a comprehensive discussion about your financial situation, goals, and concerns. John will take the time to understand your unique needs and provide preliminary insights into how he can help you achieve your financial objectives.
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