John Clark
Financial Adviser
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About
John Clark is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals. With a Bachelor of Commerce from the University of Western Australia (1979) and as a member of CPA Australia (CPA), John brings a wealth of knowledge and experience to his practice. He is authorized to provide advice on a range of financial products, including wealth management, securities, and government debt securities. John is committed to providing tailored financial solutions to meet the unique needs of each client. He works closely with individuals to develop strategies that address their specific circumstances and aspirations. John offers expertise in: • Wealth Management • Investment Strategies • Retirement Planning • Portfolio Construction • Securities Advice With a client-focused approach, John aims to empower individuals to make informed decisions and secure their financial future. If you're looking for expert guidance and personalized financial advice, contact John Clark today to schedule a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does John Clark offer?
John Clark provides advice on wealth management, securities, and government debt securities. He can help you with investment strategies, retirement planning, and portfolio construction.
What are John Clark's qualifications?
John Clark holds a Bachelor of Commerce from the University of Western Australia (1979) and is a member of CPA Australia (CPA).
How does John Clark develop a financial plan for clients?
John works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a personalized financial plan that addresses their specific needs and helps them achieve their objectives.
What should I expect during my first meeting with John Clark?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. John will explain his services and how he can help you achieve your financial objectives. It's an opportunity to get to know each other and determine if you're a good fit.
Does John Clark work with SMSFs?
While John Clark's profile doesn't explicitly state he works with SMSFs, his expertise in wealth management and securities suggests he may be able to assist. Contacting him directly to confirm his experience with SMSFs is recommended.
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