ABOUT OUR BUSINESS
Established in 1994 By John Clayton, Clayton Financial Planners is a successful boutique financial planning practice that is owned and operated by Mark and John Clayton. Having joined in 2015, Mark is the principal authorised representative and provides tailored advice to the client base, and John continues to work at the practice in an advisory capacity with Mark on investment managers and markets.
Clayton Financial Planners’ mission is to guide clients through their personal finance decisions, in order to meet their financial and lifestyle goals.
Meet Mark, John and Sally
Certified Financial Planner, BCom, DFP, ADFP
Mark has some of the highest qualifications as a financial planner including the Financial Planning Associations’ Certified Financial Planner (CFP) program and the Advanced Diploma of Financial Services (Financial Planning). Mark also has a Bachelor of Commerce (Finance and Accounting) from the University of Sydney.
John commenced as a Chartered Accountant in 1973 as a Partner then in sole practice for many years. Commenced a Financial Planning practice as part of the accounting practice in 1994. John sold the accounting practice in 2006 retaining the Financial Planning practice.
John has completed the Financial Planning Associations’ Certified Financial Planner program and the Advanced Diploma of Financial Services (Financial Planning). John also has a Bachelor of Commerce from the University of NSW.
John’s role as Investment Specialist is to assist with researching investment strategies, managed funds and new investment opportunities.
Client Services Manager
Sally is an integral part of Clayton Financial Planners, assisting with compliance requirements and preparation of advice documentation, completing paperwork and the implementation of the advice.
She has a personal, detailed approach to her work and has built strong relationships with our product providers and clients.