Jonathan has worked in the financial planning industry since 2001, primarily as a financial adviser. Jonathan enjoys helping individuals, families and business professionals manage and improve their financial position by understanding their personal values, goals and lifestyle aspirations.
Jonathan has experience advising a broad spectrum of clients including young professionals, retirees, high net worth individuals, families, business owners and Not for Profit organisations.
Jonathan is passionate about philanthropy and supports in a professional capacity several organisations dedicated to providing assistance for those most in need.
Jonathan is married, and loves nothing more than spending time with his wife Kelly, and his two girls, Grace and Matilda. He is also an avid sports fan, with a love for cricket, golf and Australian rules football.
Educational Qualifications and Professional Memberships
- CERTIFIED FINANCIAL PLANNER®
- Bachelor of Commerce (Economics and Finance)
- Diploma of Financial Planning
- SMSF Core Course
- Member of the Financial Planning Association of Australia (FPA)