JMA Financial Planners is a financial planning business who focus on putting their clients first. John Morello, a Certified Financial Planner has been servicing his clients for over 30 years throughout the Hunter region. Our primary office is located in Newcastle, NSW and we also operate another office from Nelson Bay, NSW. We offer highly competent and cost-effective advice in financial services specialising in financial planning, retirement planning, life insurance and mortgage broking. We personalise a financial strategy that works for you and your lifestyle. We create strong relationships by putting you first. We help people make smart decisions about their money.
View Top Employees from JMA Financial PlannersWebsite | http://www.jmafp.com |
Revenue | $2 million |
Employees | 1 (0 on RocketReach) |
Address | Level 7, 19 Bolton St, Suite 30, Newcastle, New South Wales 2300, AU |
Phone | +61 2 4981 4768 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Bayside Financial Planning, CCA Financial Planners, Intergenerational Wealth, Oak Tree Financial Planning, Verdure Financial Planning Solutions |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The JMA Financial Planners annual revenue was $2 million in 2024.
JMA Financial Planners is based in Newcastle, New South Wales.
The NAICS codes for JMA Financial Planners are [52393, 5239, 523, 52].
The SIC codes for JMA Financial Planners are [628, 62].