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Credentials: BSc, Diploma of Financial Planning & Advanced Diploma of Financial Planning, Certificate IV in Finance and Mortgage Broking & Diploma of Finance and Mortgage Broking Management, Diploma of Operations Management, Certificate IV in Cyber Security
John is the Client Service and Relationship Manager at U Ethical where he is responsible for supporting our clients and managing and improving the client experience end-to-end.
Prior to this role John was a senior associate at Mercer where he was responsible for providing financial advice to Mercer Super Trust and standalone clients by developing strategies and plans that meet the needs of the clients’ circumstances. He’s previously worked at SMSF Advisers Network and NAB.
"Investing with purpose is not just about financial returns, it's a commitment to building a better world. Through ethical investing, we strive to align our financial goals with a profound responsibility supporting businesses that embody values of sustainability, social responsibility, and positive impact. Together, we invest in a future where profit and purpose harmoniously thrive."
The information provided is general information only. Before acquiring a U Ethical product, you should read the disclosure document(s) for the product and seek independent advice to ensure it is appropriate for your particular objectives, financial situation and needs.
The disclosure documents are available from this website and contain details of the issuer of each product. U Ethical is a registered business name of Uniting Ethical Investors Limited ABN 46 102 469 821 AFSL 294147.
We acknowledge Aboriginal and Torres Strait Islander peoples as the traditional owners and original custodians of the lands and waters on which we all live and work. We pay our respects to Elders past and present.
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