Authorised Representative of Consultum / CFP®, Dip. FP, B.Com (Melb)
John has worked in the financial services industry since 2001. He is a Principal Financial Adviser and Managing Director of ASA Financial Advisers Pty Ltd. His primary role is to provide clients with advice and strategies to help them achieve their lifestyle and financial goals. As Managing Director, John is responsible for the day-to-day operational management of the practice. John is a fully qualified adviser having completed a Bachelor of Commerce (University of Melbourne), a Diploma of Financial Planning, ASX Listed Products Accreditation, Margin Lending and Geared Investments accreditation, Self Managed Superannuation Fund accreditation and is a Certified Financial Planner® professional. John recently won the "High Achiever of the Year" award at the 2017 Consultum Conference.
Authorised Representative of Consultum / Adv Dip FP
Rob is a Financial Adviser at ASA Financial Advisers. He has 10 years’ experience within the finance industry, specialising in superannuation and retirement income streams. With a career path forged on providing clients with financial guidance and quality service, his primary role is to provide clients with advice and strategies to help them achieve their lifestyle and financial goals.
Robin’s role is to look after our client’s administration and service needs. Robin helps in the delivery of our client value proposition ensuring our client’s needs and objectives are met. Robin also works closely with Centrelink, Fund Managers, Insurance Companies and other related organisations.
Paraplanner / B.Com
Matthew’s key responsibility is the preparation of Records of Advice as part of our ongoing service provision. He also assists with the administration and implementation of client strategies. Matthew has a Bachelor of Commerce from Deakin University.
Paraplanner / B.Com
Sally is responsible for client administration and paraplanning. Her main duties are the completion of Records of Advice, and assisting with client liaison to ensure our client needs are met. Sally has a strong background in service based industries. Sally holds a Bachelor of Commerce from Deakin University.