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John Lawler

Principal Wealth Advice

John has 15 years of experience in financial services and leads our KMT Wealth team in providing financial advice.  His focus is on empowering clients to live their best life with the financial resources available to them.

He helps clients develop realistic goals before working with them to implement financial strategies to achieve of these goals with a greater level of certainty.  John also has a passion for knowledge. This allows him to bring a higher level of advice sophistication to the table, when required, and ensures his clients do not miss out on available opportunities. He also has extensive experience in Self-Managed Superannuation and is a Specialist SMSF AdviserTM.  This experience puts John in a great position to understand when it’s the right time for an SMSF, or when other alternatives are better suited his clients’ needs.

Before joining KMT Wealth, John had experience in both large corporate and small boutique advice businesses.  Before this he had a career as Australian Army Officer, developing complex problem solving skills.  John is also passionate about being part of a professional financial advice sector and was one of the first advisers in Australia to be qualified under the FASEA Education Standards.

Contact

M: 0413 048 179
E: john@kmtpartners.com.au  john@kmtwealth.com.au

Areas of expertise

  • Financial strategies
  • SMSF
  • Retirement Planning
  • Estate Planning
  • Investment Planning
  • Portfolio Design and management
  • Personal and business risk management

Affiliations

  • FASEA Education Standards
  • SMSF Association