I am committed to helping you plan for your future financial security, with multiple Independent Financial Adviser of the year award nominations.
In 2017,I founded Jonas Wealth Management with two goals; to offer conflict free advice, and to take the complexity out of financial
I firmly believe in utilizing an innovative approach towards embracing technology to enhance client experiences, and enabling you to develop lasting connections with your finances.
Specializing in assessing each of my client’s unique circumstances and creating a strategic investment plan that will work best for their best interests over the long term.
My role is to ensure you receive the guidance necessary to make investment decisions for your future financial freedom. One of the core beliefs at Jonas Wealth Management is that financial planning should be exactly what the name implies, a road map to your financial future.
I utilise a traditional value investing framework, with a modern growth overlay to design equity portfolios for his clients, which has led to my participation in institutional investment committees.
Outside of work hours I can be found by the beach (surfing badly), by the BBQ or with a novel in hand. If it's NRL season, I will be obsessing over my fantasy football team and dreaming that the North Queensland Cowboys will win the premiership this year.
Tyson has helped us define a comprehensive investment strategy tailored to our values, interests and financial goals. Tyson has been able to recommend and explained investments to us with ease and has been a pleasure to work with.
Been with Tyson for a year now and excellent advice. Feel very comfortable and confident with my future investments ands plans.
I've been a client of Tyson's for over 4 years and I've always received a high level of service. Constantly available for a chat and provides strong advice that has me in a much better spot financially than where we started. Feeling optimistic about the future.
Tyson is an incredibly intelligent young man whom I've had the pleasure of working with before in other industries. He's confident about his advice and really works to make sure that you're happy with the product that he delivers. It's really reaffirming that someone around my own age is able to help me make sense of financial markets without making me feel like a 3 year old, 10 out of 10 would recommend.
For a young person just getting started out Tyson gave me some great advice tailored just to suit me in my current position. It now feels like I have a head start on my finances. Will be recommending to my friends in a similar position.
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2017
- Years of experience 6
- Bachelor of Business
Jonas Wealth Management Pty LtdUnit 6, 19 Baringa St
Morningside, QLD 4170
- 8:00am – 6:00pm Monday – Friday
Bluewater Financial Advisors Pty Ltd