About Me

Jonathan is a Chartered Accountant and a Certified Financial Planning® practitioner with nearly 25 years in the professional services industry, including more than 15 years as a licensed financial adviser. He has particular expertise in personal insurance, investments, superannuation (including SMSF's), cashflow and budgeting, retirement planning, tax planning and compliance, debt management, structures and social security. Over his career, he has advised a broad range clients including individuals, family groups, SME's and listed corporations. Jonathan values the unique and often complex characteristics of each of his clients and strives to achieve the best outcome that fits in a 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.