Financial Adviser · SYDNEY, NSW

John David Stallman

39 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001005760

John David Stallman is a financial adviser based in Sydney, New South Wales, with 39 years of experience in the financial services industry. John is currently authorised under Finchley & Kent Pty Ltd. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Applied Science from The Queensland Agricultural College. John is a member of Financial Advice Association of Australia (FAAA), Tax Practitioners Board and Tax and Super Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1982

Bachelor of Applied Science

The Queensland Agricultural College

1985

Diploma in Financial Management

The University of New England

1992

Diploma of Financial Planning

Deakin University

2015

Certificiate IV in Finance and Mortgage Broking

Kaplan Professional

2018

Self Managed Superannuation Fund

Kaplan Professional

Registration History

Finchley & Kent Pty Ltd

Jul 2025 - Present Current

Finchley & Kent Pty Ltd

Aug 2024 - Present Current

Havana Financial Services Pty Ltd

Dec 2022 - Aug 2024 Ceased

Fitzpatricks Private Wealth Pty Ltd

Nov 2016 - Dec 2022 Ceased

PLANNING IQ PTY LTD

Jul 2013 - Nov 2016 Ceased

PLANNING IQ PTY LTD

Apr 2011 - Jul 2013 Ceased

Source: ASIC Financial Advisers Register