John Menelaou
Financial Adviser
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About
John Menelaou is an ASIC-registered financial adviser based in Glenelg North, South Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built upon years of experience and qualifications, including an 8 Unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and specialized training from RMIT Centre in Finance/ Lend Lease Advisor Services, Estate Planning Course from AXA Financial Planning, Margin Lending and Geared Investments from Kaplan Higher Education, and RG146 Skills Requirements Assessment also from Kaplan Higher Education. John is committed to providing high-quality advice and maintaining the highest ethical standards as a member of the Financial Advice Association of Australia (FAAA). John is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise also extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions to protect you and your family • Comprehensive wealth management strategies • Retirement planning to secure your future • Investment advice to grow your wealth Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance or superannuation, John can provide expert guidance and support. Contact John today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does John Menelaou offer?
John Menelaou provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are John Menelaou's qualifications?
John Menelaou holds an 8 Unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA). He also completed training at RMIT Centre in Finance/ Lend Lease Advisor Services, Estate Planning Course from AXA Financial Planning, Margin Lending and Geared Investments from Kaplan Higher Education, and RG146 Skills Requirements Assessment also from Kaplan Higher Education.
How does John Menelaou develop a financial plan for his clients?
John works closely with his clients to understand their individual financial goals, circumstances, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. This involves a thorough assessment of their current financial situation, setting clear goals, and implementing strategies to help them reach those goals.
What should I expect during my first meeting with John Menelaou?
During your first meeting, you can expect a friendly and professional conversation where John will gather information about your financial situation, goals, and concerns. This is an opportunity for you to ask questions and get to know John and his approach to financial planning. There will be no obligation to proceed with any advice or services.
How is John Menelaou compensated for his services?
John is transparent about his fees and how he is compensated for his services. This will be discussed upfront during your initial consultation, ensuring you understand the costs involved before making any decisions. His compensation may be fee-based, commission-based, or a combination of both, depending on the services provided.
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