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John Gould

 John Gould

Share profile:
410 Burwood Highway Suite 4
Wantirna South
VIC
3152
AU

Overview CONTACT THE ADVISER

John Gould John Gould

total Reviews

8

Experience

3yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Momentum Wealth Management - Wantirna
Momentum Wealth Management - Wantirna

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Australia and New Zealand Banking Group Limited
Australia and New Zealand Banking Group Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments

Latest Customer Reviews (3 of 8 total)See all

"Very happy with the way John helped me as this was a first time and a power of attorney for my son so it was not straight forward."

Jeanette , 65+ 15 Dec 2017

"John is a most personable and knowledgeable advisor. He advised us both with clearly understood advice and followed up matters of importance with Centrelink and Super Funds John 3155"

John, 65+ 13 Dec 2017

"John is always prompt friendly and professional in addressing our enquiries. "

Daryl, 56-65 9 Dec 2017

History & Qualifications CONTACT THE ADVISER

My qualifications

Accredited Listed Product Adviser (2015)

Margin Lending and Geared Investments (2014)

Self-Managed Superannuation Fund (SMSF) (2013)

My membership
Awards
  • No award found
Years of experience
  • 3 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 4
410 Burwood Highway, Wantirna South
VIC 3152 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 8 Total Reviews
Jeanette , 65+15 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy with the way John helped me as this was a first time and a power of attorney for my son so it was not straight forward."

John, 65+13 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"John is a most personable and knowledgeable advisor. He advised us both with clearly understood advice and followed up matters of importance with Centrelink and Super Funds John 3155"

Daryl, 56-6509 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"John is always prompt friendly and professional in addressing our enquiries. "

Peter , 65+08 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"John Gould is very competent and knowledgeable, and very easy and pleasant to work with. I do recommend him."

Pierina, 56-6507 Dec 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"John is always accessible and ready to answer any of our questions Regarding our Self Managed Super Fund. He is knowledgeable and well researched. John's communication, recommendations and explanations give us the confidence to make sound decisions with regards to our finances. "

Luigi, 65+07 Dec 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"John is very professionable in his advice and suggestions for our requirements and very prompt with his service "

Kevin , 65+07 Dec 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"John is a knowledgeable Financial Planner who helped us out of a mess that we were in following poor advice and management from a Financial Planner with another company. "

Mary, 65+07 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"No need for me to worry about assets. I am very happy to leave all of that to John who is caring, knowledgeable, respectful of my wishes, and will put forward suggestions which will be of benefit to me, financially. . I hope to move to Queensland some time next year to be near my son, and would love John to continue to look after my investments."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
5
Customers

#2
Savings Investment
STRENGTH
4
Customers

#3
Centrelink Benefits
STRENGTH
3
Customers

#4
Self Managed Super Funds
STRENGTH
2
Customers

#4
Tax Effective Strategies
STRENGTH
2
Customers

#5
Aged Care
STRENGTH
1
Customers

#5
Household Budgeting
STRENGTH
1
Customers

#5
Preparing For Retirement
STRENGTH
1
Customers

#5
Socially Responsible Investments
STRENGTH
1
Customers

#5
UK Pensions
STRENGTH
1
Customers

x

Overall rating

83%

John Gould

Company: Momentum Wealth Management - Wantirna

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies John Gould is a member of and in what capacity, the licensee or company of John Gould and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of John Gould (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%