John Claessen
Financial Adviser
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About
John Claessen is an ASIC-registered financial adviser based in East Perth, WA, dedicated to helping clients achieve their financial goals with personalised and strategic advice. With a solid educational foundation including a Graduate Diploma in Applied Finance and Investment from the Securities Institute Education (1997) and a Graduate Diploma in Business from Curtin University of Technology (1998), John combines academic knowledge with practical experience. Further qualifications in Margin Lending and Geared Investments (Kaplan, 2010) and Self Managed Superannuation Funds (Kaplan, 2016), along with passing the FASEA exam in 2021, demonstrate his commitment to ongoing professional development and maintaining the highest standards of advice. John is a proud member of the Association of Independently Owned Financial Professionals (AIOFP). Authorised to provide advice on a comprehensive range of financial products, John specialises in superannuation, insurance, wealth management and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact John today to arrange a consultation and discover how tailored financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does John Claessen offer?
John Claessen specialises in providing advice on superannuation, retirement planning, wealth management, and insurance solutions. He can also assist with investment advice across a range of financial products.
What are John Claessen's qualifications and experience?
John holds a Graduate Diploma in Applied Finance and Investment, a Graduate Diploma in Business, and has completed further studies in Margin Lending, Geared Investments, and Self Managed Superannuation Funds. He passed the FASEA exam in 2021 and is a member of the AIOFP.
How does John Claessen develop a financial plan for his clients?
John works closely with his clients to understand their unique financial circumstances, goals, and risk tolerance. He then develops a tailored financial plan designed to help them achieve their objectives, providing ongoing support and advice along the way.
Is John Claessen an independent financial advisor?
Yes, John is a member of the Association of Independently Owned Financial Professionals (AIOFP), demonstrating his commitment to providing unbiased advice that is in the best interests of his clients.
What should I expect during my first meeting with John Claessen?
During your initial consultation with John, you can expect a friendly and professional discussion about your financial situation and goals. John will explain his approach to financial planning and answer any questions you may have, ensuring you feel comfortable and informed before proceeding.
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