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4.83
3 Reviews

John Nelligan

Agility Wealth Partners

Gold
18 Yrs Experience
Sydney, NSW 2000

John Nelligan is a Certified Financial Planner® and holds a Bachelor of Business Studies degree, an Advanced Diploma of Financial Planning and a Masters of Business Administration with a Finance Major. He is a member of the Financial Planning Association and also of the Macquarie Graduate School Alumni Advisory Committee. John has two children and enjoys the occasional game of golf and touch rugby in his free time.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.83
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Agility Wealth Partners

Level 28, 161 Castlereagh St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256