Jon is part of a rare breed of truly independent financial advisors in Australia. He has been accredited by the Profession of Independent Financial Advisors (PIFA) and proudly practices the Gold Standard of IndependenceTM. Jon also holds a seal of approval from the Certified Independent Financial Advisors Association (CIFFA) which underscores his unwavering commitment to removing conflicts of interest and getting the best outcome for his clients.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Fees start from $350 per hour and increase based on the complexity of the advice and the amount of assistance that you need from me. I offer a cost and obligation-free phone call to learn about your situation, see how I can help and provide an estimate of fees.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Melloy Wealth Management
Level 1, 240 Waterworks RdAshgrove, QLD 4060
Opening hours
- 8:00am – 4:00pm Monday – Thursday
- 8:00am – 1:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Melloy Independent Wealth Services Pty Ltd
AFSL 558799