Jon joined the team in early 2020, having worked in financial planning in various capacities since 2012. His career has seen him working for a wide range of organizations and institutions providing direct support for financial advisors.
Jon has seen firsthand the problems with different financial advice models including incentivized selling and the pressure placed on advisors to sell products aligned to their employer or license. This has led Jon to want to be an Independent Financial Advisor.
Jon chose financial planning because he enjoys building relationships with clients and thrives off the interactions he has with them. He enjoys the challenge of learning and understanding complex matters and working out how to explain them to clients in a simple way that is easy for them to understand.
Outside of work, Jon has a strong focus on personal health and fitness, enjoying activities like running, swimming, and cycling. He also dances at low-key social events in Brisbane.
- Bachelor of Business – Economics (QUT)
- Certified Financial Planner ®
- Certificate in Self-Managed Super Funds (Kaplan)
- Advanced Diploma of Financial Planning (Kaplan)
- Diploma of Financial Planning (Kaplan)
- Financial Services Guide