About Me

Jonathan is a Chartered Accountant and a Certified Financial Planning® practitioner with nearly 25 years in the financial services industry. He has particular expertise in retirement planning, tax planning and compliance, superannuation (including SMSF's), structures, investments, insurance and social security. His career has giving him exposure to a broad range of small to medium sized personal clients, as well as accounting and corporate consulting to SME's and listed corporations. For the last 15 years, Jonathan has provided personal advice to private clients. Jonathan values the unique and often complex characteristics of each of his clients and strives to achieve the best outcome that fits in our client’s key objectives and goals. Jonathan places a high importance on building and maintaining enduring relationships with his clients. He believes that a consistent, value added service is essential to this process.