John Palmer
Senior Private Client Adviser / Partner of Milton and Springfield-Ipswich Office
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser 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.
