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.
JC

John Cesario

Financial Adviser

Investor Wealth
Melbourne, VIC 3000

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 Cesario is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to providing comprehensive and personalised financial advice. With a career spanning over three decades, John holds a Diploma of Financial Planning from Deakin University/FPA (1993), the Certified Financial Planner (CFP) designation from FPA (1994), a Certificate in Self Managed Superannuation Funds from Tribeca Professional (2005), a Certificate of Margin Lending and Geared Investments from Kaplan Professional (2011), and a Graduate Diploma of Financial Planning from Kaplan Professional (2023). He is also a proud member of the Financial Advice Association of Australia (FAAA). John is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He leverages his extensive experience and qualifications to help clients achieve their financial goals with tailored strategies. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact John today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Investment Strategies Insurance Solutions

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000296861

Verify on ASIC Register

Authorised Representative Number

000231079

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does John Cesario offer?

John Cesario provides advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What qualifications does John Cesario have?

John holds a Diploma of Financial Planning, the Certified Financial Planner (CFP) designation, a Certificate in Self Managed Superannuation Funds, a Certificate of Margin Lending and Geared Investments, and a Graduate Diploma of Financial Planning.

How does John Cesario approach financial planning?

John takes a personalized approach, working closely with clients to understand their unique circumstances and goals. He then develops tailored strategies to help them achieve financial security and success.

What should I expect during my first consultation with John?

During your initial consultation, John will discuss your financial situation, goals, and any concerns you may have. This will help him understand your needs and determine how he can best assist you. It's a chance to get to know each other and see if you're a good fit to work together.

Is John Cesario a member of any professional associations?

Yes, John is a member of the Financial Advice Association of Australia (FAAA).

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.