John Ives

CFP

Adviser

John has been working in the Banking and Finance sector since 1971 and has filled a wide range of financial planning roles since 1985. John holds the accreditation of Certified Financial Planner (CFP®) from the Financial Planning Association (FPA), the highest financial planning accreditation available from the FPA.

John is able to provide aged care and salary packaging advice, as well as strategic risk management, investment, estate and retirement planning advice, including the establishment and management of self-managed Superannuation funds. In addition, he can work with you to establish appropriate investment trading structures for both asset protection and tax planning purposes.

John believes in building a long-term relationship with his clients and understands the need to provide a value oriented, holistic financial planning service to achieve their lifestyle and financial objectives.

All recommendations are based upon an analysis of your needs, objectives and personal circumstances. Alternatively, you may also instruct John to purchase for you particular products or investments that you have chosen without his advice.

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John IvesCFP> John has been working in the Banking ...

Tom DawesJP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP> Tom has 13 years experience as a Financial ...

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"Tom has been my adviser for ten years now. I find him very knowledgeable. His communication style is easy to understand and his advice is accurate. I have complete trust in him. " Glenda Anderson, Adviser - Tom Dawes

"David McKay has been my financial adviser for approximately ten years. During this period the stock market has had its ups and downs but that hasn’t really mattered, because David has adopted a long-term approach. There have been no get-rich-quick schemes; just good, sound, practical advice. Along the way I have benefited greatly from several tax-effective saving methods. Such techniques are common practice for an experienced financial adviser, but a mystery to the layman. Everyone should have a good financial adviser! ." Geoff Foster , Adviser - David McKay

"I have been a client of Tom Dawes since 2003 and since then we have formed a solid professional and personal rapport. We have a friendly and open client/adviser relationship based on Tom’s professionalism, competence and ability to respond to my needs. Tom is always available to answer my queries and his advice is well-researched, fully explained and delivered in a timely manner. Because of his performance over the years of our relationship, Tom has my complete trust." Greg Kennett , Adviser - Tom Dawes

"Howard Kemp became Financial Adviser to my husband and I on retirement and since my husband’s death I have been very grateful to Howard for his guidance and advice concerning my financial situation. He answers my questions clearly and takes into account my wishes and comments and I have confidence in the decisions that I make. I trust Howard and appreciate his professionalism." June Falkner, Adviser - Howard Kemp

"I have been a most satisfied client of Civic Financial Planning for the past 14 years and Tom Dawes has been my financial advisor for the past ten years or so. Tom has a vast knowledge of the financial world and consistently provides prompt, efficient and accurate advice in which I place a high level of trust. I have no hesitation in recommending Tom Dawes as a most helpful and friendly financial advisor who always gives his clients a personal and professional service. " Paul Taylor , Adviser - Tom Dawes