Jonathan Schafer profile photo

Jonathan Schafer

Enlightened Private Wealth

15 Yrs Experience
Gordon, NSW 2072

Jonathan Schafer established Enlightened Private Wealth with the vision of empowering Australians to secure brighter financial futures.

He has over 14 years experience advising clients and holds the internationally recognised Certified Financial Planner (CFP) Designation. He has worked with a diverse range of clients including young and established families, retirees, small business owners and medical professionals.

Jonathan is a Certified Financial Planner (CFP) and holds a Bachelor of Commence, Bachelor of Economics, Advanced Diploma of Financial Planning, Listed Security and Self Managed Super Fund Qualifications.

Outside of work Jonathan enjoys keeping active, spending time with his young family and coaching his son's junior soccer team.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Enlightened Private Wealth

Level 3, Suite 2, 828 Pacific Hwy
Gordon, NSW 2072
14A William St
Raymond Terrace, NSW 2324

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by


AFSL 238429