Who we are
We are a financial planning business based in Noosa Heads.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
- choose appropriate investment strategies
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
Meet our team
John Core
ADFP
Experience
John commenced employment in the financial services industry with the SGIO Brisbane, on the 19th of January 1976, working in various sections of the life insurance department. In March 1991, John transferred to a financial services sales division facilitating the sales of insurance, superannuation and investment products.
In February 1995, John moved to the Sunshine Coast where he continued selling financial services products and in September 1999, went on to jointly establish the company called Sunsure Investments & Insurance Services Pty Ltd. As growth continued, in April 2016, the company Sunsure Financial Planning Pty Ltd was established where John is the sole owner and director.
Education
John holds a Diploma of Financial Services (Financial Planning) and also holds the Advanced Diploma of Financial Services (Financial Planning)
Memberships
John is a long term member of the Association of Financial Advisers (AFA).
