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Holistic Approach and Strategic Planning
John joined Canaccord Genuity in 2021 after completing a Finance and Financial Planning Degree at Curtin University, the only Financial Planning Degree in Western Australia recognised by the Financial Advisor Standards and Ethics Authority (FASEA). Leveraging his comprehensive knowledge of markets and investment strategies, he provides professional guidance to both retail and high net worth clients.
John’s approach begins with a thorough understanding of each client’s holistic financial picture. By assessing their current financial status, goals, and challenges, he crafts tailored financial plans that ensure clients are on the right path and all aspects of their finances are optimally structured. This strategic planning is aimed at maximising their financial position and achieving long-term financial security.
From this strong foundation, John transitions into the ongoing management of his clients' investments. He constructs resilient, long-term portfolios and continuously offers advice on market trends and themes. John is dedicated to active engagement with his clients, providing continuous support and adjustments to their strategies to adapt to changing market conditions and personal circumstances. John's focus on building strong client relationships ensures clients are informed and confident about their financial future.
Authorisations
John Antonioli can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility
John is accredited to provide tax (financial) service advice.
Qualifications
- Bachelor of Commerce, Finance and Financial Planning Double Major, Curtin University, 2021