John Goldie Dip FP CFP
Human Resources Director/Client Adviser

Authorised Representative (No 253236944) Fortnum Private Wealth Ltd.

Recruited to the profession by his father-in-law, who was the founder of the business, John has over three decades experience as a financial adviser. By virtue of the expertise acquired working alongside his father-in-law, John is our retirement planning specialist, working mostly with those who are now "actively NOT working".

John has intimate knowledge of the intricacies of retirement income stream products and how best to combine them with Centrelink entitlements, where appropriate. Given the substantial influx of UK migrants to WA, John has developed into one of WA's foremost experts on UK pension transfers. He is also our resident expert on aged care issues. On the managerial front, John is responsible for all our human resources and administrative issues.

Email John.