Experience in the Financial Industry
John has a vast array of experience within the financial services and planning industry that has spanned over a 15 year period to date. These experiences have included roles as a client service officer, para planner, financial adviser along with compliance and business management.
John’s primary focus is to ensure that individuals and families are always placed first and their financial dreams and aspirations are achieved by working together to grow and protect what’s important to them.
Qualifications and current training
John’s qualifications include a Bachelor Economics, Bachelor of Finance, Graduate Diploma in Global Wealth Management all with the University of Adelaide and a Diploma of Financial Services (Financial Planning) with Kaplan as well.
John maintains his ongoing training through Kaplan Professional and attendance at industry events.
Interests
Outside of work, John likes spending time with family and friends, cooking (bbq) and enjoying good SA wines. John also tries to keep fit through gym, sport and martial arts.
Details
Authorised Representative 352945
Head Office: 200 South Road
MILE END, SA 5031
Phone: 1300 797 710
Facsimile: 08 8273 0677
Email: jlam@poynterhargraves.com.au
Click here to view John’s full Adviser Profile.
Click here to view John’s Financial Services Guide