About Me

Jon has worked in both private client and funds management advisory since 1994 bringing a wealth of practical experience, knowledge and strategic insight to his clients.He has extensive experience in the delivery of specialist, timely and relevant wealth management strategies, structures and solutions to high net worth family groups, private and family-owned businesses, entrepreneurs and individuals. For example, superannuation, self- managed-super- funds, family trusts and private charitable foundations.For the 10 years prior to joining Oreana, Jon was a Director at Grant Thornton Wealth Advisory Services and chaired its Investment Committee with responsibility for decisions relating to the acquisition, divestment and management of investments across client portfolios to protect and grow their wealth.