CLAYTON FINANCIAL PLANNERS - Key Persons
John commenced as a Chartered Accountant in 1973 as a Partner then in sole practice for many years. Commenced a Financial Planning practice as part of the accounting practice in 1994. John sold the accounting practice in 2006 retaining the Financial Planning practice.
John has completed the Financial Planning Associations' Certified Financial Planner program and the Advanced Diploma of Financial Services (Financial Planning). John also has a Bachelor of Commerce from the University of NSW.
John's role as Investment Specialist is to assist with researching investment strategies, managed funds and new investment opportunities.
Sally Roach
Client Services Manager
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Sally joined Clayton Financial Planners in May 2017 in the role of Client Services Manager, providing administrative support for Mark and John. Having worked in various industries including travel, mortgage broking, property management and banking in bookkeeping and accounts roles, Sally's interest in Financial Advice prompted her move to a this role.
Sally is an integral part of Clayton Financial Planners, assisting with compliance requirements and preparation of advice documentation, completing paperwork and the implementation of the advice.
She has a personal, detailed approach to her work and has built strong relationships with our product providers and clients.
Job Titles:
- Certified Financial Planner, BCom, DFP, ADFP
Mark has worked in financial advice/services for over 15 years and worked for some of Australia's premier financial services companies including ANZ, CBA and Mercer. Mark has worked at a boutique financial planning firm as an Associate Adviser and was the Head of the Financial Advice Product team and Chairman of the Investment Committee within Mercer's Financial Advice business. Mark has also consulted to Ignition Wealth, a new start-up company providing online financial advice (also known as ‘robo advice'), providing investment advice in relation to their model portfolios.
Mark has some of the highest qualifications as a financial planner including the Financial Planning Associations' Certified Financial Planner (CFP) program and the Advanced Diploma of Financial Services (Financial Planning). Mark also has a Bachelor of Commerce (Finance and Accounting) from the University of Sydney.