Jonathan Elliot CFP®
About Me
As Managing Director I lead the Collins SBA team, a remarkable team of people skilled in financial planning, business coaching, and accounting. We help the heroes of our economy, SME owners, to live their best life.
Collins SBA's promise to clients is that you only need to 'tell us once' and we're tech-enabled and culturally aligned to work together 'backstage' so that our delivery 'front stage' is seamless in helping our clients achieve;
- CLARITY of where they are now and their options
- understand the things they can CONTROL and should focus on, and
- have the CONFIDENCE to make decisions and take action.
Areas of Focus
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 25 Years
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Licensed By Sba Advice Pty Ltd
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Advice Fees From $2,200