John Palmer
Financial Adviser
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About
John Palmer is an ASIC-registered financial adviser based in Milton, Queensland, dedicated to providing comprehensive and personalized financial advice. With a Bachelor of Commerce from the University of Queensland (1972) and a Diploma of Financial Planning from Deakin University (1998), John brings a wealth of knowledge and experience to his clients. He is also a member of the Australian Institute of Company Directors and Chartered Accountants Australia and New Zealand (CA ANZ), demonstrating his commitment to the highest professional standards. John is authorized to provide advice on a broad range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He works with clients to develop tailored strategies that align with their unique financial goals and circumstances. John’s approach is centred on building long-term relationships based on trust and a deep understanding of his clients' needs. Key services include: • Superannuation advice • Wealth management • Investment strategies • Retirement planning • Portfolio management Ready to take control of your financial future? Contact John Palmer today for 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 Palmer offer?
John Palmer provides advice on superannuation, wealth management, securities, derivatives, and government debt securities. He creates tailored strategies to help clients achieve their financial goals.
What are John Palmer's qualifications?
John Palmer holds a Bachelor of Commerce from the University of Queensland and a Diploma of Financial Planning from Deakin University. He is also a member of the Australian Institute of Company Directors and Chartered Accountants Australia and New Zealand (CA ANZ).
What is involved in the financial planning process with John Palmer?
The financial planning process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalized financial strategy. John will then work with you to implement and monitor your plan, making adjustments as needed to ensure it remains aligned with your evolving needs.
How can wealth management advice from John Palmer benefit me?
Wealth management advice can help you grow and protect your assets, plan for retirement, manage investment risk, and achieve your long-term financial goals. John Palmer will work with you to develop a comprehensive strategy that addresses all aspects of your financial life.
What should I expect during my first meeting with John Palmer?
During your first meeting, John will discuss your current financial situation, your goals, and your risk tolerance. This is an opportunity for you to ask questions and get to know John and his approach to financial planning. He will explain his services and how he can help you achieve your financial objectives.
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