Hillross

John web
John D’Alessandri
Director and Financial Planner
Socius Wealth Management. L10 Challis House, 4 Martin Place, Sydney, NSW, 2000

I have worked as an Adviser since 1988, advising a broad range of clients including senior executives, on retirement and wealth accumulation strategies.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • CFP®BBus FCPA DipFP
  • Certified Financial Planner
  • Fellow of the Financial Planning Association (FFPA)
  • Fellow Certified Practicing Accountants (FCPA)
  • Bachelor of Business
  • Diploma in Financial Planning
  • Specialist Member of SMSF Association

Areas of
Expertise

Investments
Retirement
Self Managed Super Fund
Superannuation
Wealth creation

I have worked as an Adviser since 1988, advising a broad range of clients including senior executives, on retirement and wealth accumulation strategies. Prior to establishing Socius (formerly FMD Financial (Sydney), I have held several senior management positions within a major national financial planning group. Prior to joining the financial planning industry in 1988, I held several corporate accounting and tax advisory roles.


John's ideas of Financial Freedom