Jonathon is a fully qualified Private Wealth Adviser holding a Bachelor of Business and a Graduate Diploma of Financial Planning.
Jonathon brings extensive experience working with high net worth individuals, family offices, and multigenerational family groups. He is known for his strategic insight and ability to deliver tailored advice, building a strong and loyal client base through personalised wealth management solutions that align with their specific goals and values.
Jonathon’s expertise encompasses stockbroking, comprehensive financial planning, strategic superannuation advice, retirement planning, proactive portfolio management, and navigating initial public offering (IPO) opportunities.
He provides goal-driven advice meticulously tailored to each client’s financial objectives, ensuring comprehensive and forward-thinking solutions at every stage of their financial journey, whether focused on wealth accumulation or long-term retirement security.
.jpg)