WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
JH

John Hockey

Financial Adviser

Plus7 Financial Management
Rose Park, SA 5067

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

John Hockey is an ASIC-registered financial adviser based in Rose Park, SA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong foundation built upon a Diploma of Financial Planning from FPA/Securities Institute (2002), a Diploma of Financial Services from Tribeca (2006), and ongoing commitment to ethical practice demonstrated by completing Ethics and Professionalism in Financial Advice at Kaplan (2019), John brings a wealth of knowledge and experience to every client interaction. As an active member of the Financial Advice Association of Australia (FAAA), NTAA (National Tax and Accountants Association Ltd), and registered with the Tax Practitioners Board, John adheres to the highest standards of professionalism and integrity. John is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. He takes a holistic approach to financial planning, ensuring that all aspects of your financial life are considered and aligned with your long-term objectives. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact John Hockey today to schedule a consultation and discover how tailored financial advice can make a difference.

Specialisations

Areas of Expertise

Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment management Tax-effective strategies

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning Tax Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000234459

Verify on ASIC Register

Authorised Representative Number

000318682

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does John Hockey offer?

John Hockey specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also advise on Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What qualifications does John Hockey have?

John holds a Diploma of Financial Planning from FPA/Securities Institute (2002) and a Diploma of Financial Services from Tribeca (2006). He has also completed Ethics and Professionalism in Financial Advice at Kaplan (2019).

What professional memberships does John Hockey hold?

John is a member of the Financial Advice Association of Australia (FAAA), NTAA (National Tax and Accountants Association Ltd), and is registered with the Tax Practitioners Board.

What is the process for becoming a client of John Hockey?

The process typically begins with an initial consultation to discuss your financial goals and current situation. John will then develop a tailored financial plan to help you achieve your objectives. Ongoing reviews and adjustments are provided to ensure your plan remains aligned with your evolving needs.

What should I expect during my first meeting with John Hockey?

During your first meeting, you can expect a relaxed and informative discussion about your financial aspirations, current financial standing, and any concerns you may have. John will take the time to understand your unique circumstances and explain how he can help you achieve your financial goals.

Get in Touch

Contact John directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.