Your Goals, Our Focus
Our mission is straightforward: we simplify financial planning to help you achieve your goals. By offering comprehensive expertise in one place, we make financial advice easy to understand and implement. Your aspirations are at the heart of our services. Whether you’re aiming to navigate financial challenges, secure a comfortable retirement, grow your investments or protect your family’s future.
We tailor our strategies to meet your unique needs, guiding you every step of the way. At Shelton Advisory, we turn your financial goals into reality.
Meet John Shelton
John Shelton is the owner of Shelton Advisory. He has more than 20 years’ experience in the financial services industry with the last eight as a financial planner. He provides comprehensive advice to high-net worth clients, accumulators, business owners and pre and post retirees.
John likes to understand the needs of his clients’ before building a financial road map to help them achieve their goals. He likes to build a lifelong partnership with his clients so that he can adjust their road map to align with their changing needs.
In his spare time you will find John playing golf, supporting the Carlton Football Club or scuba diving.
Qualifications
- Bachelor of Engineering (Honours) – University of Melbourne
- Bachelor of Commerce (Honours) – Monash University
- Advanced Diploma of Financial Planning – Kaplan
- Diploma of Financial Planning – Kaplan
- SMSF – Accreditation
- Registered Tax Agent for financial advice
Address
Suite 241, Tenancy 111
Level 1/793 Burke Rd,
Camberwell VIC 3124
Contact
info@sheltonadvisory.com.au
0412 342 613
sheltonadvisory.com.au 