Jonathan Mulconry CFP®
About Me
True Wealth Advisers is a privately-owned financial advisory practice that specialises in helping clients develop an effective, easy to understand, and cost-effective strategy to achieve their financial goals. Principal Adviser Jonathan Mulconry has over 13 years experience in the Financial Planning industry, working with some of Australia’s largest institutions as a Senior Adviser before opening his own firm.At True Wealth Advisers, we provide clients with a high quality, personalised service that’s built on trust and ethical advice. The interests of all our clients are placed first, making sure they remain our priority.Financial Planning can often be complex, and we understand this. While educating you on the process, we use our experience and expertise to help you deal with obstacles that come up along the way and put you on the path towards success.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 16 Years
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Licensed By Capstone Financial Planning Pty Ltd