John Van de Pol
SMSF Specialist Advisor™
Senior Financial Adviser
I take a holistic approach to financial planning in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
John has been working in the finance industry since 1992. John has a range of experience covering funds management, portfolio administration and accounting, personal insurance, investments, superannuation and retirement planning. John has also acquired extensive overseas experience whilst working in the United Kingdom with RBS, Santander and Standard Life.
Investment Style
John specialises in providing comprehensive advice to his clients in all areas of financial planning, investments and credit. His focus is on self managed superannuation funds, listed investments and maximising tax efficiency for his clients. John's preference is for long-term relationships with clients who desire active management of their investments.
Services and Specialties
Self-Managed Super Funds
Superannuation Advice
Personal Insurance
Fixed Interest and Cash Management
Retirement and Estate Planning
Portfolio Administration
Qualifications and Professional Affiliations
Bachelor of Business
Bachelor of International Business
Graduate Diploma of Financial Planning
Associations
The Chartered Insurance Institute (UK)
SMSF Professionals' Association of Australia
AFCA
Competencies
Managed Investments
Securities
Superannuation
Financial Planning
Margin Lending
Generic
Life Insurance
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. 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.
