Who We Are

John commenced his career as a Market Analyst at the London Stock Exchange. After returning to Perth, John has achieved extensive experience in the Financial Planning industry through a variety of roles dealing with different clients from a broad range of backgrounds and situations. John enjoys working with clients to help achieve their financial goals and objectives. The typical financial services he provides includes Budgeting, Retirement and Superannuation planning, Self Managed Superannuation Funds, Investment Planning, Wealth Protection and Estate Planning as well as offering a regular review service to ensure your strategy remains appropriate and on-track.

Memberships
Financial Planning Association (FPA) – CFP Member
SMSF Professional Association of Australia (SPAA)

Education
John has completed a
Diploma and Advanced Diploma of Financial Services from Kaplan
Bachelor of Commerce Degree from Murdoch University
Masters of Electronic Commerce from Curtin University
John has completed various specialist qualifications in Self-Managed Super Funds, Finance Broking and Gearing.
John has also attained Certified Financial Planner (CFP) status from the Financial Planning Association.

Trushna commence her career as a Corporate Taxation Analyst at Deloitte Touche Thomatsu in Perth in 2008 working with Mining, Oil and Gas corporate clients.

After completing her graduate program she moved on to specialize in Self-Managed Superannuation Funds working at a number of mid-tier firms in Perth.

In 2012 she commenced a role as a Manager of Self-Managed Superannuation Compliance overseeing the Superannuation Department in one of Perth’s leading Accounting firm.

In 2014 Trushna made the move to the financial planning industry as a para-planner assisting Advisers to formulate financial strategies for their clients. Trushna enjoys working with clients to help them achieve their financial goals and objectives. The typical service that she provides includes wealth protection and superannuation planning. Trushna has completed a Diploma of Financial Services from Kaplan and a Bachelor of Commerce (Accounting & Taxation) at Curtin University.