John Van de Pol
Senior Financial Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
