Qualifications
- Diploma of Financial Planning
- Graduate Diploma of Computer Education
- Diploma of Education Technology TACTC, TPTC
Industry experience
John began his career in financial planning in 1989 after 20 years’ serving as an educator, adviser and consultant with the Victorian Education Department. In 1993 he established TIFP as Director of the practice.
Throughout his career, John has demonstrated leadership as a mentor and educator to the finance planning sector assisting many to develop their knowledge, skills and expertise enabling them to provide services and advice to community members.
John’s philosophy was founded on offering personal, independent and professional financial services encompassing strategy development, asset allocation, investment and insurance recommendations assisting his clients’ achieve financial security and lifestyle objectives.
“Strong relationships and empowering people with knowledge to make well-informed financial choices is key.”
With over 30 years’ of sound knowledge and experience, John maintains joint-Directorship and ownership with Georgie Morris, together ensuring high-level support, guidance and personalised financial planning services be provided.
On a personal note, John loves spending as much time as possible in his hometown of Warrnambool. In his spare time, he enjoys golf and long lunches.
Other credentials –
- Accredited designations in SMSF, Gearing and Age Care
- Active member of the FPA and past Chairperson of the FPA Education Committee
- Assisted in the Securities Institute of Australia to develop its Financial Planning Course
- Invited as a guest speaker at industry workshops and seminars