John Illingworth
Financial Adviser
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About
John Illingworth is an ASIC-registered financial adviser based in Mudgeeraba, Queensland, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Bachelor of Commerce from The University of Queensland (1973), John has built a strong foundation of knowledge, further enhanced by completing the Self Managed Superannuation Funds Adviser Course (Tribeca, 2005), a Diploma of Financial Services (Financial Planning) (Tribeca, 2006), and an Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2008). John's commitment to professional excellence is reflected in his memberships with the SMSF Association, the Tax Institute of Australia, and the Tax Practitioners Board. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning, encompassing Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. John offers expert guidance in: • Superannuation advice and SMSF management • Retirement planning and income strategies • Investment strategies to grow your wealth • Insurance solutions to protect your assets and family • Tax-effective financial planning Ready to take control of your financial future? Contact John Illingworth today for a consultation.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does John Illingworth provide?
John Illingworth specializes in superannuation advice, retirement planning, and insurance solutions, including Investment Life Insurance and Life Risk Insurance. He can also help with Retirement Savings Accounts and strategies to maximize your financial potential.
What qualifications does John Illingworth have?
John Illingworth holds a Bachelor of Commerce from The University of Queensland, a Self Managed Superannuation Funds Adviser Course certificate from Tribeca, a Diploma of Financial Services (Financial Planning) from Tribeca, and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan. He is also a member of the SMSF Association, the Tax Institute of Australia, and the Tax Practitioners Board.
How does John Illingworth's financial planning process work?
John's process begins with a thorough understanding of your financial situation, goals, and risk tolerance. He then develops a personalized financial plan tailored to your specific needs, offering ongoing support and advice to help you stay on track.
What can I expect during my first meeting with John Illingworth?
During your first meeting, you can expect a friendly and informative discussion about your financial goals and concerns. John will explain his services and how he can help you achieve your objectives, ensuring you feel comfortable and confident in the process.
Does John Illingworth specialize in Self-Managed Superannuation Funds (SMSFs)?
Yes, John has completed the Self Managed Superannuation Funds Adviser Course, demonstrating his expertise in this area. He is also a member of the SMSF Association, and is well-equipped to advise clients on establishing and managing their own SMSFs.
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