John Cleary
Financial Adviser
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About
John Cleary is an ASIC-registered financial adviser based in Melbourne, VIC, committed to providing tailored financial solutions to help clients achieve their financial goals. John holds a Bachelor of Commerce (Marketing & Financial Planning) from Deakin University (2006) and a Graduate Diploma in Financial Planning from Kaplan (2011). He also completed FPC002B Ethics and Professionalism in Financial Advice with Kaplan Professional in 2020, ensuring he adheres to the highest ethical standards. Authorised to provide advice on a range of financial products, John specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He leverages his extensive knowledge and experience to create personalised strategies that align with each client's unique circumstances and aspirations. John offers a comprehensive suite of services designed to help you navigate the complexities of the financial landscape: • Superannuation advice and planning • Wealth management and investment strategies • Securities trading advice • Advice on derivatives • Guidance on government debt securities Ready to take control of your financial future? Contact John today to schedule a consultation and discover how he can help you achieve your financial objectives.
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Frequently Asked Questions
What types of financial advice does John Cleary offer?
John Cleary specialises in providing advice on superannuation, wealth management, securities, derivatives and government debt securities. He develops personalised strategies to help you achieve your financial goals.
What are John Cleary's qualifications?
John holds a Bachelor of Commerce (Marketing & Financial Planning) from Deakin University, a Graduate Diploma in Financial Planning from Kaplan and has completed FPC002B Ethics and Professionalism in Financial Advice.
What can I expect during my first consultation with John Cleary?
During your initial consultation, John will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a tailored approach to help you achieve your objectives.
How does John Cleary stay up-to-date with the latest financial regulations and market trends?
John is committed to ongoing professional development and regularly attends industry events, completes further education, and monitors regulatory updates to ensure he provides the most current and relevant advice.
How does John Cleary charge for his services?
John will discuss his fee structure transparently during your initial consultation. Fees may be based on an hourly rate, a fixed fee for specific services, or a percentage of assets under management, depending on the nature of the advice provided.
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