Angelo Piazzetta

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» propertyplanning.com.au

[David Johnston, James McFall] “is an independently owned and operated financial services company with a focus on independent property advice and genuine fee for service investment advice.

We are a group of professional and experienced advisors who have a vision to change the investment advice landscape and provide transparent information so you can make informed decisions.

Our team consists of fully qualified financial advisors, accountants, accredited home loan advisors and property professionals who are all working for you.

Many people ask us ‘what should I do?’ The reality is we cannot answer that question until we investigate your individual financial and personal circumstances and the goals you are trying to achieve.

We understand the advice that is right for someone else maybe completely different than the advice that is right for you.
Therefore we design investment strategies suited to your individual requirements at the particular age and stage of your life.

Our services include:

Independent Property Advice –
Are you searching for property advice that focuses on your interests?
Genuine Fee for service Financial Planning Advice –
Are you searching for Financial Planning Advice free from vested interests?
Holistic Home Loan Advice –
Are you searching for more than the best interest rate?
University endorsed Property Education –
Are you searching for independent education so you can make informed decisions?

David Johnston has more than 15 years experience in the financial services industry. After gaining experience with a major bank, he saw the opportunity to enter the fledgling mortgage broking industry in 1999. He established and grew the highly successful mortgage advisory arm of an insurance company before founding Property Planning Australia in 2004.

Property Planning Australia is a unique business that incorporates genuine fee for service financial planning with independent property advice and holistic lending advice. They also provide a university endorsed property education course.

David has regularly appeared in the media in publications such as The Age, Australia Property Investor magazine and Your Mortgage magazine. He is also the co-author of Property For Life – Using Property To Plan Your Financial Future.

James McFall began his career in Financial Planning in 1999, joining an Accounting and Financial Planning firm that placed a strong emphasis on tax and retirement planning.

In 2003 James was approached with an opportunity to start the Financial Planning arm of a Victorian based Insurance broker and was involved in successfully building this business over the years that ensued. In 2006 James founded Fusion Wealth Management and achieving rapid growth, subsequently merged with Property Planning Australia in 2008.

James holds a Master of Commerce (Financial Planning) through the University of Western Sydney, a Diploma of Financial Advising through Securities Institute (now Finsia) and is an associate member of the Financial Planning Association.”

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