ABOUT US
John Kulas CFP
John has completed the Certified Financial Planner program, and graduated from the University of Adelaide in 2000 with a Bachelor of Economics. John is a member of the Financial Planning Association of Australia (FPA).
Certified Financial Planner
and Authorised Representative of
Millennium 3 Financial Services
Our Story
As an Authorised Representative, John believes in helping his clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. He achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions.
John is authorised to provide a wide range of facilities to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Insurance Advice
- Superannuation Advice
- Self Managed Superannuation (SMSF) Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies
ADDRESS
56 Kensington Road
Rose Park SA 5067
PHONE
08 8333 0733
HOURS
Monday - Friday
9am to 5pm