Jon Morrow

P3 Financial Planning Pty Ltd

Platinum
19 Yrs Experience
Indooroopilly, QLD 4068
Jon Morrow have been providing financial advice for over 17 years and has worked within large institutional financial companies as well as smaller boutique organisations. He is passionate about “helping people achieve financial success”, which is the core foundation of P3 Financial Plannings’ philosophy.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 71
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

P3 Financial Planning Pty Ltd

Level 3, Lantos Place, 49 Station Road
Indooroopilly, QLD 4068

Licensed by

P3 Financial Planning Pty Ltd

AFSL 464628

4.70
71 Reviews
5
4
3
2
1
4.75
Clear communication
4.50
Knowledge & expertise
4.90
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 71

Sort by

5.00

"Jon was great to deal with right from the start. He managed to fit me into his schedule at very short notice and delivered on everything we discussed."

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

"Jon has great knowledge in this area. We always feel like we are in good hands. He takes the time to explain everything to us who do not have great knowledge in this area. We would highly recommend Jon's services."

  • Superannuation
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Jon is a very capable financial adviser. He is attentive to client needs and promptly delivers service. He uses financial resources well."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jon has provided us valuable advice on how to structure our loans and build wealth for our future retirement. I would not hesitate in recommending Jon to Friends."

  • Superannuation
  • Margin Lending
  • Complex Investments
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jon has been instrumental in helping us build a solid plan for retirement and advice that has enables us to build the wealth required to enable retirement at our target age."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jon has set up and managed both our SMSF and a managed fund for investment for both my wife and I. We have seen good growth in both over the past years and Jon has adjusted our investments to suit changing conditions and our own requests, and I feel comfortable that we will see good returns long term for our retirement. Jon contacts us with sufficient regularity and we often combine meetings with our accountant so that all our interests are catered for."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jon has given us good advice with our self Managed Super Fund and investment strategy. He has always been able to explain his recommendations and answer any questions we have in a clear and concise way which further adds to our confidence in Jon as our adviser. We have found that Jon goes out of his way to be available to talk to us which has been especially reassuring in uncertain markets. We are confident in Jons knowledge and experience and feel we have been given the right advice for our needs."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jon has managed my equity investments for over 10 years and has ensured the investment mix was well suited to my risk parameters and financial goals. His attentiveness and professionalism have been exactly what I was looking for. His understanding of my changing needs over time have been spot on."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jon has given me consistently sound advice on my superannuation and investment funds and enabled me to retire comfortably. He understands my requirements and is proactive in suggesting adjustments to my portfolio when required. Jon explains things clearly and provides the background to his advice. I feel confident in Jon's advice and know that I can rely on his full care and attention when I need it."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jon has given me advice in loan products, self managed super funds, pensions and managing debt. Jon was usually able to explain matters to me easily and clearly. As a result of Jon's knowledge and experience I feel very confident that the advice given was right for my needs. Usually I received Jon's full care and attention when I needed it. He has always been quick to respond to any queries and to regularly give informative updates about development in areas of concern to me."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 71

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
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2000

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2003

MFAA Accredited Mortgage Consultant

Level
0 - Training / Exam / Other
Institution
Mortgage and Finance Association of Australia (MFAA)
Completed
2003

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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