John is a deeply experienced wealth management professional with over 30 years of leading financial services experience, including wholesale and retail advice and Managed Discretionary Account (MDA) operations.
He was Head of the Financial Planning Division position of Centric Wealth group, a substantial advice and MDA financial planning business. At that time the group managed $3.7 billion in assets under advice (AUA) and billions of dollars of life insurance coverage and $1.3 billion in loans under advice and other debt instruments. The group had one of the highest Assets Under Advice per adviser, but with one of the lowest number of clients per adviser in the Australian financial planning industry. The business used two MDAs to support advisers and their clients and John managed the 70 adviser strong team.
Before this John was Chief Executive Officer of the Halliday Financial Group, a boutique advice and MDA funds management business, from 2005 to 2007.
Before this role, John was a tax partner of Ernst & Young chartered accountants, heading up its Australian business providing services to the wealth management industry and many leading corporate executives. John was integrally involved in the initial rollout of AFS Licences across Ernst & Young Australia in 2003 and 2004.
John is a Chartered Tax Professional, Tax Agent and a Certified Financial Planner.