Tyson Jonas

Jonas Wealth Management Pty Ltd

Silver
5 Yrs Experience
Morningside, QLD 4170
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Jonas Wealth Management Pty Ltd

Unit 6, 19 Baringa St
Morningside, QLD 4170

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Bluewater Financial Advisors Pty Ltd

AFSL 411846

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"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."

  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Been with Tyson for a year now and excellent advice. Feel very comfortable and confident with my future investments ands plans."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Monarch Institute
Completed
2018

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2016

Bachelor of Business

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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