Jeffrey John – Chief Executive Officer
Jeff John brings a unique blend of legal, logistics, and financial expertise to Wealth Built Right. His career began in law and also accreditation in Arbitration and Mediation from Bond University in 1997. However, Jeff soon transitioned to the logistics sector, where he spent several years designing systems that not only saved money but also processes which created better outcomes for businesses drawing on his knowledge of Six Sigma methodolgies. His deep understanding of contracts and business management provided a strong foundation for his next career move.
In 2014, Jeff became a financial advisor, driven by a desire to bring clarity and realistic value driven financial planning to his clients. He obtained his Financial Planning diploma from the Monarch Institute and quickly made his mark in the financial services industry. In 2014, Jeff joined Shartru Wealth, inspired by their commitment to rolling up their sleeves and delivering client-centric advice.
Beyond his advisory duties, Jeff’s entrepreneurial spirit led him to establish a paraplanning services and delivery of administration services business. This venture not only supported other financial advisors but also solidified Jeff’s dream of helping others. His leadership and innovative approach have been instrumental in shaping his career.
Starting April 2024, Jeff has taken on the role of director and Chief Executive Officer at Wealth Built Right. He is excited to lead the firm alongside seasoned advisors Rob Coyte and Neil Stafford. Jeff is committed to extending his extensive knowledge and experience to a broader client base, ensuring that Wealth Built Right continues to thrive and deliver exceptional financial services.