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John
Felton

Senior Financial Planner
Sydney
New South Wales
IN THEIR OWN WORDS

Experienced financial planner with exceptional communication skills. I have over 20 years experience in financial planning, I understand the importance of developing long term relationships with clients to achieve desired client outcomes.

Qualifications and Memberships

  • Advanced Diploma of Financial Planning
  • Member of Financial Advice Association Australia (FAAA)
SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super
Tax Planning
Tax
Planning

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