Jonathan has more than 15 years of experience in the wealth management sector of the financial services industry. His career began at JBWere, where he provided investment advice to private clients.
Since 2013, he has continued this work at Ord Minnett. Jonathan’s expertise lies in developing comprehensive investment strategies tailored to client risk profiles, encompassing Australian and global equities, fixed income, and derivatives. He aims to provide clear and effective guidance, assisting clients in navigating the complexities of the investment landscape and achieving their financial goals.
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