Financial Planner Profile
John Claessen
Senior Financial Planner and Director
I am a Financial Planner with over 27 years of experience, having entered the world of financial services in 1994.
With the vision to provide holistic financial planning services, a partnership with 3 other like-minded advisers was formed in 1996 under the business name Wealth & Security Planners. Our mission statement was and remains … ”to make and protect money for clients whilst building a sustainable business, honestly, ethically and justly”.
This year we celebrate our 25th year in business under the Wealth & Security Planners banner.
As well as an Adviser, I have a number of roles within the business that includes:
• Compliance Manager
• Director of WSP Pty Ltd
• Director and CEO of the licensee – Australian Financial Directions Pty Ltd
Outside of work, my interests are varied however my family and friends are very important to me and so I try to ensure a balance between family time and work time.
Qualifications
- Graduate Diploma (Investment & Financial Analysis) – Securities Institute of Australia (1997)
- Graduate Diploma (Business) – Curtin University of Technology (1998)
- Margin lending and Geared investments accreditation
- Direct Shares accreditation
- Self Managed Superannuation (SMSF) accreditation
- FASEA accreditation
“To make and protect money for clients whilst building a sustainable business, honestly, ethically and justly”
Documents:
Financial Planning Services:
- Personal Superannuation advice
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown