John’s career has spanned the financial services, accounting and tax fields for over 35 years. Over that period, John has been at the forefront of many new financial product developments, including the development of allocated pensions, annuities, ‘wrap’ accounts, advanced administration and technology solutions for SMSFs. He has also been involved with managed discretionary accounts for over 25 years.
John has written four books on superannuation, including the best-selling ‘Superannuation Explained Simply’, and held key management roles within organisations including Bain and Company, Deutsche Bank and AXA/AMP.
Throughout his career, John has held numerous industry positions and qualifications including being a former Chairman and Director of the Small Independent Superannuation Funds Association (SISFA) and former member of the ATO Superannuation National Tax Liaison Group.
John is a Certified Practising Accountant, member of the Australian Institute of Company Directors, member of the Institute of Managed Account Professionals, member of the Taxation Institute, registered tax agent and a Justice of the Peace.
In his free time John enjoys spending time with his family, travelling, early morning boot camps and running.
Our directors and senior management have over 80 years of collective financial services industry experience.
To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.