Jonathan Scholes CFP®
About Me
Jonathan Scholes is a Financial Adviser with the Findex Group. Jonathan has over 20 years experience working with clients. Jonathan became a Financial Adviser to help individuals, families and business professionals simplify their financial life. jonathan believes strongly that an ongoing relationship with a financial adviser is the most successful way to better your position, while protecting your business, family and loved ones. His objective is to provide succinct easy to understand advice for clients that improves their financial position.. Jonathan is also committed to ensuring the profession of financial advice becomes one that is looked upon as trustworthy and ethical.Jonathan also gives time to his role to give back to the community through philanthropy.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years
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Licensed By Financial Index Australia Pty Ltd