Jonathon has worked in the financial services industry as an employee of the major banks since 2010.
Through this time, he gained qualifications in a Bachelor of Applied Finance (University of South Australia) and an Advanced Diploma of Financial Planning. Jonathon has a thorough understanding of the financial planning process and the ability to determine the pathways for individual financial success.
Jonathon adopts a very hands-on and personal approach for his clients which assist him to develop a strong relationship to best understand a client’s lifestyle and needs that are in line with their best interests.
His objective is to educate clients on the importance of planning for their future and by applying his technical expertise, helping his clients reach their goals and live in financial comfort.
Jonathon is passionate about helping everyone improve their circumstances which might be as simple as arranging some life insurance - giving families peace of mind or assisting with estate planning. He has assisted clients to better understand their financial position and help them protect and grow their wealth with an eye on reaching their retirement goals. His strengths are in developing trusting relationships and communicating with his clients through every step of the way.
Jonathon's retirement dreams are built around his mental and physical health first and foremost. At this stage of his life, Jonathon believes that a retirement plan involves making wise and informed investment decisions for the long term. He strongly feels planning now allows his clients to choose their retirement date rather than it choose them.