Authorised Representative of Consultum / CFP®, Dip. FP, B.Com (Melb)
John has worked in the financial services industry since 2001. He is a Principal Financial Adviser and Managing Director of ASA Financial Advisers Pty Ltd. His primary role is to provide clients with advice and strategies to help them achieve their lifestyle and financial goals. As Managing Director, John is responsible for the day-to-day operational management of the practice. John is a fully qualified adviser having completed a Bachelor of Commerce (University of Melbourne), a Diploma of Financial Planning, ASX Listed Products Accreditation, Margin Lending and Geared Investments accreditation, Self Managed Superannuation Fund accreditation and is a Certified Financial Planner® professional. John recently won the "High Achiever of the Year" award at the 2017 Consultum Conference.
Authorised Representative of Consultum / Adv Dip FP
Rob is a Financial Adviser at ASA Financial Advisers. He has 10 years’ experience within the finance industry, specialising in superannuation and retirement income streams. With a career path forged on providing clients with financial guidance and quality service, his primary role is to provide clients with advice and strategies to help them achieve their lifestyle and financial goals.
Lauren’s role is to look after our client’s administration and service needs. Lauren helps in the delivery of our Client Value Proposition ensuring our clients needs and objectives are met. As part of Lauren’s role, she works closely with Centrelink, Fund Managers, Insurance Companies and other related organisations. Lauren has completed a Diploma of Financial Planning and an Advanced Diploma of Financial Planning.
Paraplanner / B.Com
Matthew’s key responsibility is the preparation of Records of Advice as part of our ongoing service provision. He also assists with the administration and implementation of client strategies. Matthew has a Bachelor of Commerce from Deakin University.
Dip FP / B.Com (Melb)
John is responsible for providing technical support, financial planning recommendations and research into individually tailored strategies. John’s main responsibility is the preparation of comprehensive Statements of Advice and Records of Advice. John also helps with the completion of technical projections, applications and the implementation of recommendations. John holds a Bachelor of Commerce (Accounting and Finance) from the University of Melbourne and a Diploma of Financial Planning.