John has worked for over 30 years in financial markets in Australia, North America and Asia. Both institutional and private clients have valued his integrity, commitment to service and depth of experience across all major asset classes.

Career Highlights
– 3 years based in New York – Manager of Fixed Income & Derivatives, Bankers Trust Australia Limited
– Managing Director, Alternative Investments, Zurich Capital Markets Asia Limited.
– 5 years based in Tokyo – Managing Director, Asset Management Products, RBS Securities Japan Limited
– Head of Markets, NAB Private Wealth

Academic Qualifications
– Bachelor of Laws, University of Melbourne

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:



Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:


Providing Responsible Investment Advice Since:


  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: John Green


Phone: 03 9275 8888


Address: Level 1, Tooronga Village, 1 Crescent Road, Glen Iris, VIC 3146