John began his career in financial planning in 2011, initially writing advice for other advisers before commencing as a financial adviser himself in 2014. With over a decade of experience, he is passionate about building strong client relationships and helping clients achieve their financial goals.
A devoted husband and father of three, John balances his professional dedication with family life.
Olive Tree Wealth are dedicated to building consumer confidence in the financial planning industry by prioritising transparency, integrity, and truly client-focused advice.
Expertise
My fees
At Olive Tree Wealth we pride ourselves on providing high-quality advice that helps our clients achieve their goals and is clearly in their best interests. We quote our fees for personal financial advice and there are no surprises.
Any advice fees quoted reflect the level of complexity of the advice, the time required to prepare and implement the strategy as well as the value it provides to our clients.
Almost all of our clients elect to participate in our Ongoing Service Program, and we have fixed-fee packages designed to provide ongoing value with peace-of-mind that you won't be paying more fees simply because your wealth has grown. We believe in charging for the advice and service provided, regardless of whether you have $100,000 or $1,000,000.
We can also charge at our hourly rate for advice and service, if clients wish to use this method instead.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 27
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Master of Commerce (Accounting and Insurance)
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Language spoken
- English
Olive Tree Wealth
Level 2, Suite 472, 66 Victor CresNarre Warren, VIC 3805
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Vinarc Pty Ltd
AFSL 484222