Summary

Hi, I’m Jon. I’ve been a Financial Adviser and Retirement Specialist for 10 years working across large and boutique institutions. I professionally and diligently work to understand my clients and create an integrated plan that brings together all aspects of their financial life. I’m at my best when I’m helping establish order and understanding to complex and often long-term financial concerns. I enjoy providing trusted advice, working with clients and am both conscientious and relatively unaffected by economic calamity. It’s a combination my clients seem to appreciate and it’s why I love being an adviser. I assume the role of guiding clients so that they become the champion or hero of their own journey. I help articulate and set a plan to achieve their financial goals, take pride in the quality of advice I provide and take a holistic approach to client engagement. My specialty is to provide advice across investment, asset allocation, retirement planning and tax effective income streams. With a current client base predominantly located on the northern beaches of Sydney, I work closely with an experienced team of Financial Advisers and Customer Service Specialists to bring our client’s advice to life. I was a national conference qualifier with my previous licensee awarded for exceptional customer focus and compliance and hold Chartered Accountant (CA), SMSF Specialist (SSA™) and Certified Financial Planner (CFP®) certifications. Prior to advice, I had an automotive and financial services career joining Ford Motor Company and Ford Credit in their graduate program (Melbourne) after university and working as well with Jaguar Land Rover, Mazda and Volvo Car. I enjoy cycling, raising awareness of good health, and spending time with family.