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John Palmer

John Palmer

Authorised representative number: 000259268

Senior Private Client Adviser / Partner of Milton and Springfield-Ipswich Office

I take a holistic approach to financial advice in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
John is a Director and shareholder of Forefront Financial Services. John holds a Bachelor of Commerce, is a Chartered Accountant, and has worked in the professional accounting sector for many years before moving to the corporate sector in the 1980s.

Investment Style

John specialises in providing holistic advice to clients, involving superannuation, taxation, investment and estate planning. He has extensive experience in the fields of property development and construction, manufacturing and tourism. A large number of John's clients enjoy the flexibility and control of having their own self managed superannuation funds.

Services and Specialties

Superannuation Advice
Self-Managed Super Funds
Wealth Management
Retirement and Estate Planning

Qualifications and Professional Affiliations

Diploma of Financial Planning
Ethics and Professional Relationships
Bachelor of Commerce


Member of the Financial Advice Association Australia
Institute of Chartered Accountants Australia
Australian Institute of Company Directors


Margin Lending
Managed Investments
Financial Planning
Derivatives Level 1
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.