John Stallman

Principal Adviser

– B.App.Sci; Dip.Fin.Man; Dip.Fin.Plan; Adv.Dip.Acc; Reg Tax Agent; Mem Fin Plan Assoc of Aust.

John is a Registered Tax Agent and Licensed Financial Adviser. He has held these qualifications since 1992. His understanding of tax and accounting, and all aspects of financial planning, provides the support you need to organise your tax, achieve  your wealth creation objectives, and create the life you want. 

John listens carefully. He listens to help you identify your needs, to understand your goals and aspirations, and to develop a plan for achieving them. The difference with John is that you will have an integrated plan that focuses your opportunities and guides you through the maze of pitfalls that confront you daily. And by working so closely, John develops strong and enduring connections with his clients and their families. By working with John, you make just one call and have just one professional to arrange all of your tax and accounting and financial planning needs.