Jon combines a robust academic foundation with a strong understanding of financial markets to assist individuals and families in achieving their financial objectives.
Holding a Bachelor of Business (Finance) and a Bachelor of Engineering (Telecommunications) from the University of Technology Sydney, along with a Master of Business Administration from Macquarie University, Jon brings a unique analytical approach to his advisory role. He is dedicated to working with clients to develop tailored financial strategies that align with their specific needs and long-term aspirations.
Jon focuses on providing guidance in key areas such as asset allocation and investment structuring, aiming to build robust portfolios designed for sustainable growth and financial security. He is committed to establishing trusted relationships, helping clients navigate the complexities of the financial landscape with clarity and confidence.
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