Jonathan Elliot

Collins Sba

Gold
23 Yrs Experience
Hobart, TAS 7000
The Collins SBA team empower people to make decisions and take action so they have certainty now and confidence to be on track.. I am our Managing Director, Responsible Manager for our own Australian Financial Services License and Adviser. Collins SBA is a Complete Wealth Specialist - a team of Accounting and Financial Planning professionals who work together so it's easy for our clients to be financially organised.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer a free initial consultation after completion of a short online questionnaire which we will send you a link to after our first phone/email/skype intro. After our initial meeting, if we believe we can add value we will provide a Proposal containing our fixed fee and options regarding the scope of advice you can choose from. For ongoing service we offer three service options and fixed fee levels to suit the level of engagement you may feel will be of value. We charge a % of the assets we may manage for you.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 12
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Collins Sba

29 Murray Street
Hobart, TAS 7000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Collins Sba

AFSL 488301

4.90
12 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Jonathan has given me advice in areas including superannuation and retirement. Jonathan was able to explain things to me in a clear way. I feel very confident that the advice given was right for my needs. I usually received Jonathan's full care and attention when I needed it."

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

"Jonathan always addresses issues and questions in a courteous and professional manner. He's willing to admit when issues may be stretching his own expertise and seeks out assistance from colleague where necessary to provide solutions as required."

  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jonathan and Collins SBA have always been accessible and clear about our investment options."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very good service"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jonathan has a very strong appreciation of the investment/superannuation environment and responds promptly and efficiently to our needs."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Jonathan's for over 20 years and have always found him to provide clear advice tailored to my needs. I would recommend Jonathan to anyone for financial advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jonathan is very responsive to requests, listens and analyses a situation efficiently. He is also quick to make referrals to others in the business with particular expertise and quickly organised that contact."

  • Government Assistance
  • Self Managed SuperFunds
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jonathan Elliot profile photo

Jonathan Elliot responded on July 2017

"Thank you very much Nigel for your rating and positive comments. Very much appreciated"

5.00

"Very happy with the services provided by Jonathan and his colleagues at Collins SBA."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jonathan Elliot profile photo

Jonathan Elliot responded on July 2017

"Thank you for rating me Benn"

4.50

"Happy with the advice we received and the very professional service."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jonathan Elliot profile photo

Jonathan Elliot responded on July 2017

"Thank you Shecani for your rating and I look forward to ensuring you stay on track!"

5.00

"Jonathan and the Collins SBA team have always been fantastic to deal with. They are a proactive and forward thinking organisation who ensure I always feel on track to becoming financially independent when it comes time to retire"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jonathan Elliot profile photo

Jonathan Elliot responded on July 2017

"Thanks a lot for your rating and feedback Mark!"

Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Tasmania (UTAS)
Completed
1998

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2000

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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