JOHN MILNERGradDipBusStuds (PFP), CFPCM, CLU, AIF®, AFA
John is one of only a handful of financial advisers who holds a Discretionary Investment Management Service license in his own name, from the Financial Markets Authority.
YOUR INVESTMENT ADVOCATE
John Milner is Managing Director and chief pointy-head at Collaborative Consulting. He actually walks the talk with his advice. He runs a successful business, is independently wealthy in his own right and really enjoys sharing three decades of investment experience and business success with others. Just ask anyone who knows him.
“Walks the talk. For a succinct, clear and independent helicopter view of how the investment world works no one has explained it better to me than John. John is a very successful and inspiring person who I trust and respect. I will be recommending John to my contacts”. Kalev Crossland, Partner, Shieff Angland Solicitors
RELEVANT QUALIFICATIONS AND DESIGNATIONS
Post Graduate Diploma in Business Studies (Personal Financial Planning) – Massey University
Practising Certified Financial Planner (CFPCM)
Chartered Life Underwriter (CLU)
Accredited Investment Fiduciary® (AIF®)
Authorised Financial Adviser (AFA)
John believes in ‘paying it forward’ to make a better world. While running a busy financial planning practice, John sits on several company boards and mentors many advisers and business owners. In addition, he has put in place several endowment fund trusts within Auckland schools, to help provide higher education to children who could not otherwise afford it.