Jon Francis

2M Financial Group

Bronze
26 Yrs Experience
Mosman, NSW 2088

With over 25 years in the industry I've pretty much seen it all. I've lived through the tech wreck in the late 90's, bird flu, the GFC & most recently covid and guided my clients through it all. I have parents, their children & the grandparents as clients. Many who have been with me for 20 years+. Pre & post retirement is my main area of speciality but I do still engage with younger clients keen to get ahead financially. We charge a fair price for good honest advice & once in place will set up a review program to make sure you stay on track!

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 1998
  • Years of experience 26
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

2M Financial Group

Suite 2, 6 Gurrigal Street
Mosman, NSW 2088

Licensed by

Templestone Financial Services Pty Ltd

AFSL 523831