John Wondergem

Adviser Profile:
John WondergemBA(Econ), Dip FP

  • CERTIFIED FINANCIAL PLANNER™ - Financial Planning Association of Australia
  • Authorised Representative #238254

John is located in the Merewether branch of Avenue Capital Management.

I've been a financial planner since 1996 and believe that in order to help clients achieve their desired lifestyle it is essential to understand what is important to them. That is why most of the first meeting with potential clients is spent on identifying their values and goals both short term and long term. The value of my service is in developing the strategy to initially create the desired lifestyle and then helping to maintain it over the long term.

Services offered

As part of my relationship with Avenue Capital Management Limited, I am able to offer the following services to my clients:

The design and implementation of comprehensive lifestyle financial planning strategies to improve your financial future, encompassing (where appropriate) concepts such as:

  • Pre and Post Retirement Planning
  • Rollover and Redundancy Advice
  • Superannuation Planning and Advice
  • Managed Investments
  • Tax Effective Investment Strategies
  • Sharebroking Facilities
  • Centrelink Assistance
  • Estate Planning Advice
  • Wealth Creation via Gearing
  • Fund and Stock Research
  • Risk Management and Personal Insurance
  • Business and Succession Planning
  • Managed Portfolio Services
  • Remuneration Planning
  • Ongoing Strategic Advice

Products offered

The products on which I am authorised to provide advice to my clients include:

  • Deposit and Payment Products (Cash Management Trusts)
  • Government Debentures
  • Stocks and Bonds
  • Life Products - Investment Life Insurance Products (Deferred, Immediate and Allocated Annuities)
  • Life Products - Life Risk Insurance Products (Life Insurance, Trauma Insurance, Total and Permanent Disability Insurance, Income Protection Insurance and Business Expense Insurance)
  • Managed Investment Schemes including IDPS (Unlisted Investment Trusts, Discretionary Master Trusts/Investor Directed Portfolio Services {that offer investment in investment trusts, shares, property, cash and fixed interest securities})
  • Retirement Savings Account Products
  • Securities (ASX Listed Shares and Other ASX Listed Securities)
  • Superannuation (Personal and Corporate Superannuation Funds and Allocated Pensions)