our people

John Burgess
Principal Consultant
Authorised representative
BEc, DipFP

John has over 20 years in the financial services industry. Much of this time was spent at MLC who are recognized as one of the foremost authorities to successfully introduce process and objectives based financial planning on a grand scale into the industry.

John has also spent time at Commonwealth Bank, Promina and Macquarie Bank. These experiences enhance John’s ability to problem solve but also to focus on his primary modus operandi – client’s needs come first, keep it simple and make it happen!

Client’s are generally ‘Mums and Dads’ and small business people. Interaction with other professionals such as tax and legal professionals is keenly sought and encouraged to ensure development of innovative integrated solutions for clients.

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