John Cleary
BCom GDipFinPlan
Senior Investment Adviser
I provide an independent and sophisticated wealth management solution for building and protecting personal and family wealth over the long-term.
John previously worked in the Private Wealth Management division of JBWere and joined Morgans in 2009. John forms part of a successful team of investment advisers who have over thirty years advising experience within the wealth management industry. John offers a vast range of financial planning and stockbroking services to clients from a variety of backgrounds.
Investment Style
John works closely with his clients to develop a robust, disciplined and flexible wealth creation strategy and believes the best long-term results come from developing a plan and committing to it. His skills and experience enable him to provide a complete wealth management service to help his clients achieve their financial goals and objectives over the long term.
Services and Specialties
Superannuation Advice
Wealth Management
Portfolio Administration
Stockbroking
Options and Warrants
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning)
Graduate Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Margin Lending
Managed Investments
Financial Planning
Securities
Generic
Derivatives Level 1
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
