John Kuo

Profile picture of John Kuo, a Financial Planner in Sydney with Sierra Wealth
B Bus (Banking&Fin), Certified Financial Planner®
Adviser since: 2003

John Kuo brings more than two decades of experience across stockbroking, corporate finance, and financial advice, guiding professionals and families throughout NSW with calm, well-structured support. His clear communication style helps clients understand their choices and make confident long-term decisions. A reputable adviser with strong market insight, John supports clients seeking dependable, forward-looking guidance.

Additional Languages Spoken: English, Mandarin

Suite 4, Level 11, 6 O’Connell Street Sydney NSW 2000

More about John Kuo

John is the founder and principal financial planner at Sierra Wealth. He has over 20 years of experience in assisting clients growing and securing their wealth. His extensive experience in the financial services span across financial planning, stockbroking and corporate finance.

He spent over 10 years in stockbroking and corporate finance, where he advised companies on capital raising on the Australian Stock Exchange (ASX) and assisting private clients on investing in the ASX. His wealth of knowledge is evident in his ability to succinctly articulate the finer details of investment, wealth management and financial planning to his clients.

John speaks fluent Mandarin Chinese.

He offers a complimentary 1-hour discovery session to understand and uncover clients’ needs and how he can add value.

Investment Style

John specialises in providing clarity and direction to professionals and their families, supporting them with critical financial decisions and resultant executions that will help them achieve their financial goals.

Specialties and Areas of Expertise

  • ASX investment advice
  • Capital-raising support
  • Wealth strategy
  • Financial direction
  • Family financial decision support

Professional Standards You Can Trust

Qualifications & Memberships

  • Bachelor of Business (Honours — Banking and Finance)
  • Certified Financial Planner®
  • Member of Financial Planning Association of Australia (FPA)
  • Member of Tax Practitioners Board (TPB)

Testimonials

“Over the course of the last 12 years I have had a number of great financial planners that have worked with me on my financial plan but without reservation John Kuo stands as one of the very best. John brings enormous credibility with his insightful questioning and calmness that enabled him to get to fully understand my real needs. Following extensive research he was then able to present a number of options to guide my decision making being always mindful to ensure he acted as the facilitator and that I made the ultimate decision. He has a wonderful style about him that makes him an absolute pleasure to work with and his honesty, openness and up to date knowledge of the financial planning landscape sets him apart from the rest. I would highly recommend John as he has and always will put the clients interest above anything else. You would do very well to engage him for an initial discussion to see for yourself why he is so highly regarded in his field.” ~ Alan Brown

“John was fantastic to work with! Not only did he help us clarify and narrow down what our goals were, but he often went above and beyond in offering advice that was practical and relevant. John would often draw from real world experience and to add to this, the fact that he is super personable and responsive – every conversation felt like he genuinely cared for us. We highly recommend John on your financial advice team!” ~ Chris, under 35 years

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