Jon is a dedicated Financial Adviser with a blend of analytical expertise and a passion for building meaningful relationships, utilizing his background in Engineering and small business in Australia and Germany.
Having entered the Financial Services industry in 2018, Jon quickly discovered his affinity for the analytical side of financial planning and finds satisfaction leveraging his skills to help clients navigate complex financial landscapes and assist in making informed decisions to ultimately reduce Clients’ stress and help build confidence.
He understands the significance of building strong relationships and believes that trust and open communication are the foundations of successful partnerships. The ability to combine these elements in his work brings him motivation and enjoyment in his role.
Jon completed a Graduate Diploma of Financial Planning, Accredited Derivates adviser Level 1, Advanced Diploma of Financial planning & specialises in Superannuation, Retirement Planning, Investment and Wealth Creation (Including Margin lending) and protection strategies.Back to team