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John Mcilroy

Financial Adviser

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Certified

John Mcilroy

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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John’s career has spanned the financial services, accounting and tax fields for over 35 years. Over that period, John has been at the forefront of many new financial product developments, including the development of allocated pensions, annuities, ‘wrap’ accounts, advanced administration and technology solutions for SMSFs. He has also been involved with managed discretionary accounts for over 25 years. John has written four books on superannuation, including the best-selling ‘Superannuation Explained Simply’, and held key management roles within organisations including Bain and Company, Deutsche Bank and AXA/AMP. Throughout his career, John has held numerous industry positions and qualifications including being a former Chairman and Director of the Small Independent Superannuation Funds Association (SISFA) and former member of the ATO Superannuation National Tax Liaison Group. John is a Certified Practising Accountant, member of the Australian Institute of Company Directors, member of the Institute of Managed Account Professionals, member of the Taxation Institute, registered tax agent and a Justice of the Peace. In his free time John enjoys spending time with his family, travelling, early morning boot camps and running.

Address

Level 7, 6 O'Connell Street, Sydney, NSW, AU, 2000

Phone

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Organisation

  • crystal wealth

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.