John Green Financial Services
Tamworth, New South Wales
After working his way up the corporate ladder early in his career, John established his own firm in order to better serve his clients. John is committed to improving results, and he joined the GCR Financial Group to offer his clients with new investment opportunities.
He is a community-minded private wealth adviser with an approachable manner. Meet with John in Peel Street, where he warmly welcomes you to his office to discuss your wealth opportunities in confidence.
Your private wealth adviser
With a career spanning over 41 years, John is an experienced Certified Financial Planner (CFP) who has built decades-long relationships with his clients. John specialises in self-managed superannuation funds (SMSFs), retirement and estate planning, and aged pension advice.
He began his career in insurance, and his success saw him promoted to a position in Tamworth. John wanted to better serve his clients and remain in Tamworth long-term, which led him to establish John Green Financial Services. He has become a valuable member of the local community both professionally and personally. John has spent many years as the chair of the Finance Planning Association (FPA) New England chapter, where he is still on the committee.
Outside of work, John enjoys being involved with Rotary, where he has been President, Assistant Governor and Treasurer. He also plays the trumpet in several bands and is a keen golfer.
- Diploma of Financial Planning
- Certified Financial Planner (CFP)
- Senior Associate CIP (ANZIIF)
- Finance Planning Association (FPA) Member
- Justice of the Peace (JP)
- Licensed Tax (Financial) Adviser with Tax Practitioners Board (TPB): Registration Number 24918212
We are constantly bettering all other superannuation funds.GCR appealed to us for communication in both directions, availability of advice, honesty and knowledge of the vast range of investment potentials. The flow of information from the organisation does not overwhelm, but is sufficient to keep us up-to-date on the what, where and how of our finances. We are constantly bettering all other superannuation funds.