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