I have worked in the financial services industry since 2010. With a Bachelors degree in Applied Finance (maj. Financial Planning), an Advanced Diploma of Financial Planning and currently completing qualifications as a Certified Financial Planner.
I have a thorough understanding of the financial planning process and the ability to determine the pathways for individual financial success. I adopt a very hands-on and personal approach for my clients which assist me to develop a strong relationship to best understand a client’s lifestyle and needs that are in line with their best interests.
My objective is to educate clients on the importance of planning for their future and by applying my technical expertise, helping my clients reach their goals and live in financial comfort.
Jonathon assisted my partner and I to start planning for retirement. Specifically Jonathon provided advice relating to superannuation, life insurance/income protection and also salary sacrificing. We had no idea how much money we would need to feel comfortable in retirement but Jonathon assisted us with projecting figures for this pirpose. Jonathon appeared very knowledgeable in these areas and we greatly appreciated and trusted his advice. We now feel safe in the knowledge our financial future is secure.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2017
- Years of experience 6
- Bachelor of Applied Finance
Picture Wealth22 Greenhill Rd
Wayville, SA 5034
Picture Wealth Advisory