Jonathan entered the financial advisory field in 1998, building a wealth of experience and expertise through both employment and education. His career includes serving at one of Australia’s largest private banks, where his passion for finance grew alongside his commitment to delivering exceptional client service. Over the years, Jonathan has gained diverse insights from working with various successful financial advisory firms, honing his knowledge, understanding, and rapport with clients.

As a seasoned financial expert, Jonathan is known for his approachable and effective style, offering guidance that is fun, compassionate, relatable, and non-judgmental. Growing up in a military family instilled in him values like respect and punctuality, complemented by the listening skills, empathy, and understanding that define his financial advising approach.

Jonathan’s strengths lie in navigating complex conversations, diffusing tensions, and achieving mutually beneficial solutions. His top priority is creating an outstanding client experience, always striving to fully understand each client's needs and objectives. For Jonathan, the greatest compliment is the trust his clients place in him—a trust that fuels his dedication and discipline in helping them achieve their financial goals.