Leon Jones

INTENTIONAL WEALTH PTY LTD

Gold
16 Yrs Experience
Maitland, NSW 2320

Recent reviews

INTENTIONAL WEALTH PTY LTD

Alliance Building Unit 3, 12 Ken Tubman Dr
Maitland, NSW 2320

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.90
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

4.50

"Leon is very approachable and down to earth. We were never made to feel like our questions weren't valid. I feel confident in Leon's ability to understand our needs and he is always only a phone call or email away when we need him. He has made us realise that there is always a way to make things work better when the right principles are put into practice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very knowledgeable, explains super in easy to understand way, if needed more than once. Provides feedback positive and negative. Good listener. Returns phone calls promptly. Stays in contact."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Leon is amazing, he always has time to answer questions or help when we need him, We would recommend Leon to anyone looking for Financial advice."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Leon to be very easy to deal with and provided punctual & factual information & has guided us through the SMSF process effectively."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"“I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Thanks Leon"

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

"Leon describes the most complex issues quite easily, his advice is clear and direct, without judgement, enabling me to make sound decisions for my future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Leon has been our adviser for the past 8 years and the service he has given to us has been the best every concern has been addressed and any questions that has been asked has been answered . We are hoping that Leon will continue to advise us up to retirerment and beyond. Regards Wayne and Rhonda"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Intermediate Aged Care Facts and Finance

Level
0 - Training / Exam / Other
Institution
Aged Care Gurus
Completed
2000

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2003

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2000

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Introduction to Aged Care

Level
0 - Training / Exam / Other
Institution
Aged Care Gurus
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate
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