I started my career in financial planning later in life, after getting married and having kids. The financial challenges I saw my parents go through, and the ones I experienced starting a family, lit a fire in me to help people become financially savvy, and encouraged me to begin studying a Diploma of Financial Planning in 2016. This progressed to studying a bachelor’s degree of Business through RMIT, which I completed with distinction in early 2020. I am passionate about helping young families, all the way through to retirees, take the important steps required to achieve financial freedom and am excited to continue making a difference in people’s lives.
When I am not at work you can find me spending time with my family, coaching my daughter’s soccer team, or cheering on my favourite NRL team, the Broncos. I also enjoy investing in my personal time and have a keen interest in macroeconomics, and world financial markets.
I cannot recommend Jonathan highly enough as a financial planner. His expertise spans a wide range of areas, including financial structures, budgeting advice, shares and investments, investment properties, superannuation, insurance, self-managed super funds, and debt recycling.
Jonathan's in-depth knowledge and insightful guidance have been instrumental in helping me navigate the complexities of these financial aspects. His strategic approach to financial planning is not only comprehensive but also tailored to individual needs.
What truly sets Jonathan apart is his commitment to client education. He took the time to explain intricate concepts in a way that was easy to understand, empowering me to make informed decisions about my financial future.
Thanks to Jonathan's advice, I've gained a clearer understanding of my financial goals and have implemented effective strategies for achieving them. As a finance broker, I now confidently refer friends, family and my clients to Jonathan, knowing that they will receive the same level of exceptional service that I have experienced.
If you're seeking a financial planner who goes above and beyond, Jonathan is the person to turn to. His expertise, professionalism, and dedication make him an invaluable asset on the journey to financial freedom.
Jonathon has continually communicated in a way that is easily understood & timely.
Five stars all the way for Jonathon Perna! His financial expertise and advice have been invaluable to me. He made complex financial matters easy to understand and provided tailored solutions that have greatly improved my financial situation. I feel confident and well-informed thanks to his guidance. Highly recommended!
Jonathan provided clear advice that met our needs. He answered questions clearly in terms we could understand.
Jonathon is an outstanding financial consultant. His expertise and personalized approach have helped me secure my financial future with my superannuation with confidence. He took on board my goals and tailored a comprehensive plan that perfectly aligns with my needs. He was really easy to get in touch with through the entire process, and answered all my questions.
I was impressed that he presented me with multiple options and explained them all in great detail to assist me to make the best financial decision for my future. I was so impressed I referred family to him, who also highly regarded his advice, and signed up with him. I highly recommend Jonathon to anyone seeking financial advice and peace of mind.
- Adviser status Bronze
- Number of reviews 9
- Years of experience 2
- Bachelor of Business (Financial Planning)
Infinity Financial Consultants40 Thompson St
Bowen Hills, QLD 4006
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Infinity Advisor Australia Pty Ltd