Jonathon Mannion

Sandringham Wealth Pty Ltd

Gold
14 Yrs Experience
The Junction, NSW 2291

Recent reviews

Sandringham Wealth Pty Ltd

36 Kemp St
The Junction, NSW 2291

Opening hours

  • 9:00am – 3:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Redundancy

Licensed by

Crown Wealth Group

AFSL 494274

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Jonathon has given my husband and myself advice on retirement. His explanations and use of graphics has ensured that we understand what he is offering. He asks questions to make sure we understand, and does not proceed until he is sure we do, He always listens to our concerns, answers all our questions and understands us and what our needs are. He does not recommend or try to push us into anything that is not in our best interest. He has helped to overcome some concerns with my step to retirement and I also know that if I have any going forward I only have to pick up the phone and he is there to help me. I highly recommend him to all I speak to"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jonathon has given me advice in areas including overall financial plan, insurances, budgeting, cashflow and managing debt. Jonathon was always able to explain things to me in a clear way. Through Jonathon's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jonathon's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jonathon has given me advice in how I can retire early. Jonathon was always able to explain things to me in a clear way. Through Jonathon's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jonathon's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of South Africa
Completed
1998

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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