Introducing John Rose | Wilkes & Associates Chartered Accountants

Introducing
John Rose

Financial Planner

John Rose has been helping clients plan, protect, and grow their wealth since 2007. With a strong passion for financial services and a client-first approach, John is an accomplished financial planner accredited to provide advice across a wide range of areas.

His expertise includes:

Direct share investments
Superannuation, including SMSFs
Business and personal insurance
Retirement planning
Managed funds and wealth strategies

John’s goal is to simplify complex financial decisions and create strategies that give clients confidence in their future.

Beyond the Numbers

When John isn’t monitoring the share market or advising clients, he enjoys spending time with his wife Natalie and their young children. This balance of professional dedication and family values is central to the way John works with his clients, offering advice that’s not only strategic but also personal.

Passionate, approachable, and highly skilled, John is committed to helping clients achieve long-term financial security and success.

10 Reasons to Choose Wilkes

Family-Owned & Operated – A trusted Gold Coast firm with a proud family heritage since 1977.

Chartered Accountants – Professional expertise backed by the highest industry standards.

Comprehensive Services – From Tax & Compliance to Investment & Wealth Creation.

Personalised Advice – Tailored strategies designed for your unique goals and circumstances.

Local Knowledge – Deep understanding of Queensland businesses, industries, and communities.

Proactive Approach – We stay ahead of legislative changes to keep you compliant and protected.

Small Business Specialists – Practical solutions that help local businesses grow and thrive.

Forward-Thinking Strategies – Modern, tax-effective solutions to protect and grow your wealth.

Long-Term Relationships – We measure success by the trust and results we build with our clients.

Commitment to Excellence – Professionalism, attention to detail, and genuine care in everything we do.

Trusted Since 1977, Family Values, Small Business Focus, Chartered Expertise, Local Knowledge, Personalised Advice, Comprehensive Services, Proactive Strategies, Long-Term Relationships, Commitment to Excellence.