Axis Financial Advisers was established in Parramatta in 2006. Axis (Northern Region) is located in North Ryde.
At Axis Financial Advisers, we always have our client’s best interests as our top priority. We are proud that we are privately owned. This enables us to give high quality advice to our clients through the various stages of their lives.
We have an extensive amount of experience, and have guided our clients through some of the most difficult financial conditions of the last century. We take pride in enabling our clients to protect themselves, and their families against unexpected outcomes, allowing them to retire sooner and get the most out of their retirement.
John has completed his Bachelor of Economics and Diploma of Financial Advising and has been working in the financial planning industry since 2000. After working for fourteen years at RetireInvest, John has made the leap to set up his own business and is licensed through Axis Financial Advisers.
John has accumulated significant experience across all facets of financial planning and specialises in pre/post retirement planning. John is focused on understanding a client’s objectives to construct sensible and successful financial plans.
John is married to Kalee with two young children (Sierra and James) who keep him busy on the weekends.
JOANNE CONNELLYClient Services Officer
Joanne began working in the Financial Services Industry as an Administration Assistant in 1999 and joined Axis Financial Advisers in 2014. Joanne has had many years of experience assisting advisers in providing their clients with holistic advice through the various stages of the financial advice process. Joanne is passionate about delivering exceptional client service and ensuring that client’s needs and objectives are continually being met.
Mike Mant was a financial adviser from 1985 – 2015. He has successfully looked after the needs of more than 1000 clients and was “Financial Adviser of the Year” for RetireInvest on multiple occasions, as well as the managing director of RetireInvest Parramatta which won practice of the year many times.
Mike is a certified financial planner and provides advice and support on business matters, portfolio construction, strategy advice and implementation where necessary.
KALEE MANTAdmin & Office Manager
Kalee is an experienced office manager having previously performed similar roles for dental surgeries and a chiropractic business. When not at the office, Kalee is kept busy looking after her two young children and husband!