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Meet John Addario

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John Addario has been helping clients achieve their financial goals since 1996

John has a wide range of experience when helping clients sort out finances in life changing situations.John is passionate about working with clients to fully understand their needs and financial goals and researching and tailoring advice to their specific needs.

John holds a Bachelor of Business, a Graduate Diploma in Applied Finance and is a Certified Financial Planner® professional with the Financial Planning Association of Australia (FPA) and a Fellow of the Financial Services Institute. John is able to assist clients in the area of:

  • Tax-effective investment strategies
  • Superannuation strategies including self-managed superannuation funds
  • Retirement planning
  • Centrelink entitlements
  • Stockbroking
  • Salary packaging
  • Life insurance (life, TPD, trauma, income protection, business expenses)
  • Estate planning

John can provide clients access to a range of leading Australian and international fund managers as well as listed investments. John is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

To arrange a complimentary, obligation-free initial consultation with John, please call us on 02 9859 0585.

For more information about John visit check out his LinkedIn Profile www.linkedin.com/in/johnaddario

 

Questions?

If you have any questions, please contact us.

EnquireCall 02 9859 0585