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  • Phone: 02 4782 1148
  • Fax: 02 4782 4766
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Financial planning services

 

                                                                                                

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Our Financial Planning Website

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John Richards is an authorised representative of AMP Financial Planning Pty Limited (Authorised Representative Number 234903). As your financial planner, John will able to assist you in the following areas:

  • Retirement Planning
  • Investment
  • Wealth Creation
  • Superannuation

Self Managed Superannuation Funds

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John Ellis, BA (Comms), B (Ltt.), GradDip (BusAdmin), Dip FS (FP), Adv Dip FS (FP), SA Fin, has worked as a Financial Planner for 15 years after tertiary statistical, communications and finance business studies. He has worked for Stateplus (State Super Financial Services), Berry Actuarial Planning, and financial corporates. He has deep experience of defined benefit schemes, business risk financial planning and life-goal planning and is now located here at the largest Blue Mountains-based Accountancy and Financial Planning firm.  John is completing his Masters of Applied Finance and is a Senior Associate of the Financial Services Institute of Australasia. (Authorised Representative AMP Financial Planning Number 1005764).

He is a member of:

  • Financial Planning Association of Australia (FPA)
  • The Financial Services Institute of Australasia (FINSIA)
  • Financial Ombudsman Service