John Rogers

Senior Consultant

Areas of Expertise:

• Business Advisory services to the SME sector
• Business restructuring
• Sale and Purchase of Business’s
• Business Valuations
• Wealth Management
• Superannuation and retirement Planning        

Professional Background:

After migrating from New Zealand in 1979, John has practiced as a Chartered Accountant for the last 30 years. He resigned as a partner from one of the big accounting firms (Touche Ross) in 1989 to specialize his services to the small to medium size enterprises.  In 1997 John undertook additional studies in financial planning and has combined the business advisory work with wealth management services since that time.

Following the sale of his practice to the listed WHK Group, and after having been made Managing Principal of the Camberwell Office, John resigned to concentrate on providing accounting and financial advice for a select group of clients.

In addition to acting as advisor to individuals and business owners John also fulfils a key role in acting as the CFO for a number of his client’s businesses.

Professional Qualifications & Membership:

• Bachelor of Commerce and Administration (BCA) Victoria University, Wellington NZ
• Diploma of Financial Planning (DFP) Deakin University
• Member of the Institute of Chartered Accountants in Australia (CA)
• Certified Financial Planner (CFP)
• Representative Morrows Private Wealth Pty Ltd