Jonathan Sims

Nascent Wealth Partners

Silver
5 Yrs Experience
Braddon, ACT 2612
I believe in having a collaborative goals-based approach for my clients planning needs and to be able to tailor a financial plan to suit one’s lifestyle goals. Helping my clients feel comfortable and facilitating their decisions that are in their best interest is paramount. As a proactive investor myself, I am able bring my experiences to help aid my clients and provide a simple, informative and educational experience, that is the key to delivering and driving my client’s towards achieving their goals and desired outcomes.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Nascent Wealth Partners

Ground Floor - I Q Building, 102 Northbourne Ave
Braddon, ACT 2612

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

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

"Jonathan is a massive help to myself and my Husband. Retired, we needed to fix our super fund and needed help with our pension he gave us great advice and if we need any help to clear any problems we don't understand, he takes time to explain them clearly to us. Thanks Jonathan"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jonathan has been very helpful in all aspects in financial advice. He always uses language that is easy to understand. He is available when ever I have any questions to help answer and understand that I need to do next. I am vert happy to recommend Jonathan to anyone that ask ."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gave clean explanations in plain language that was easy to understand. Didn't push and answered all our questions."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • 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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2014

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Provide Advice (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2017

Provide Advice (Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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