Jonathon Halls

Northhaven Financial Management Pty Ltd

11 Yrs Experience
Baulkham Hills, NSW 2153

Jonathon Halls joined Northhaven Financial Management with the goal of helping others to navigate the complexities surrounding superannuation, retirement, insurance, and aged care. For the past eleven years Jonathon has been delivering excellent service to clients, helping them plan ahead for their short-term needs and long-term goals. Jonathon heads up Northhaven’s research into ethical, sustainable and impact investments, looking for opportunities that not only benefit portfolios, but provide a positive benefit to society.

Whilst at university, Jonathon undertook an internship at Northhaven, however after he graduated he was accepted into the graduate program at the Australian Taxation Office where he worked in the Complex Advice and Wealthy Australians teams. When a full-time position came up at Northhaven, Jonathon jumped at the opportunity to join the team and assist clients in achieving their financial goals. Jonathon is committed to continuing his professional education, focussing on investment management, self-managed superannuation funds and goal-oriented financial planning strategies. Combining his education with his practical experience in taxation law allows him to traverse the intricacies of the Australian superannuation system and achieve the best possible outcomes for his clients.

Jonathon currently works with the Cancer Council developing financial plans for those who are dealing with cancer and the significant impact this has on individuals and families. He is a leader in a local youth organisation. When Jonathon has a spare moment, he likes to travel, tame his garden, tend to his bees and take family road trips with his wife and five children.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Northhaven Financial Management Pty Ltd

Suite 605, 12 Century Cct
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Northhaven Financial Management Pty Ltd

AFSL 245627