Jonathan has worked in the financial planning industry since 2001, primarily as a financial adviser. Jonathan enjoys helping individuals, families and business professionals manage and improve their financial position by understanding their personal values, goals and lifestyle aspirations.
Jonathan has experience advising a broad spectrum of clients including young professionals, retirees, high net worth individuals, families, business owners and Not for Profit organisations.
My specialityWealth Management
Office LocationFindex Melbourne
Level 17, 181 William Street
Melbourne, VIC 3000
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