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.
My wife and myself have great confidence in the way Jonathon has looked after our superannuation and we have recommended him to family and friends.
Jonathan has been of enormous assistance over the years he has been managing my account. His skill as an actuary has given me the kind of projections I needed as my years accumulate. His guidance and advice was especially helpful when moving my wife's Super fund across to Northhaven from a less performing company.
Having been with Northhaven for 24 years, I thank him and his predecessors, Scott, and Terry, for their wonderful help and advice over the years.
Best Wishes to all, Rick Reid.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2012
- Years of experience 11
- Master of Financial Planning
Northhaven Financial Management Pty LtdSuite 605, 12 Century Cct
Baulkham Hills, NSW 2153
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Northhaven Financial Management Pty Ltd