Verified recordFinancial Services

John Gould

Responsible Manager at Momentum Wealth Management - Private Wealth Advisors

Based in Wantirna, Australia

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Seniority

Manager

Department

General Business & Management

Location

Wantirna

Industry

Financial Services

Company size

4

Contact information

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Email

1 credit

j•••••••@momentumwm.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About John Gould

Representative of RI Advice Group Pty Ltd. Since September of 2018 John has been authorised to operate under the Momentum Wealth Management Corporation Pty Ltd AFSL. Tertiary education through Deakin University: a Bachelor of Commerce (Financial Planning/Finance) and a Master of Commerce (Accounting/Insurance) has meant that John meets the education standards to be a practicing financial adviser. John has also completed the Ethics and Exam components of FASEA’s adviser requirements. As a Paraplanner, John was responsible for the technical, legal and best interest approach to the preparation of comprehensive financial advice to valued clients. John has also proven his proficiency in explaining technically complex scenarios in a manner that is easily understood by clients. John has been advising clients since 2014 and has developed a specialty in the Self-Managed Superannuation Fund arena. In 2021 John was also appointed as a Director and Responsible Manager for the Momentum Wealth Management Corporation AFSL.

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