John Mc Inerney Financial Planning Consultant
John Mc Inerney is a key member of Priority One Centres personal wellness consulting team. He is our financial consultant and assists people with the health of their money! Our experience when speaking and in many cases coaching people a theme developed ''who did I know who knew what to do with money?'
In designing the structure of Priority One Centre we knew it was important to help people wisely choose what they do with their money and other related matters as part of reaching their own personal optimal performance aspirations. As the saying goes 'money makes the world go round' and we all need it to do what we want now and in the future. Priority One Centre aims to help people get through life easier and we are delighted that John and his team embrace this concept and the Optimal Performance Model.
John is a Certified Financial Planner and Managing Director of Totally Integrated Financial Planning. John is a holder of an Australian Financial Services Licence No. 237758 issued by the Australian Securities and Investment Commission (ASIC). John is the founder and Principal of the firm and has been in the financial planning industry since 1988. John established the practice with the philosophy of providing excellent services and working towards a long term, mutually rewarding relationship, with clients. His principle focus is ensuring that appropriate investment strategies, integrating all aspects of personal, legislative and economic conditions, are taken into account.
John has been an active participant in raising the standards of the profession, both within the industry and within the community. John has been a member of the FPA Practitioners Committee, Towards Professionalism Taskforce and a past chairman of the education committee. John has also assisted the Securities Institute of Australia develop its financial planning course and has acted as an educator and mentor for colleagues in the profession. Prior to joining the profession John had 23 years as an Educator with the Department of Education of Victoria, in the role of adviser/consultant to schools and the community.
Areas of Specialisation: John can provide advice on
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Comprehensive Strategy Development
Asset Classes and Allocation
Financial Planning
Life & Risk Insurance
Superannuation and rollovers |
Taxation Minimization
Gearing
Redundancy
Remuneration Packaging
Estate Planning |
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Securities
Retirement Planning
Immediate Annuities
Allocated Pensions
Transition to Retirement Income Streams |
- Social Security/Veteran Affairs Pensions and Allowances
- Loans / Consolidation
- Strategy Implementation
- Ongoing Reviews
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Qualifications:
- Certified Financial Planner
- Diploma Financial Planning
- Trained Primary Teacher Certificate.
- Trained Art & Craft Teacher Certificate
- Diploma Education Technology
- Graduate Diploma Computer Education
Membership Professional Bodies:
- Financial Planning Association of Australia (FPA) (Principal member)
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