Adviser, Managing Director


Bachelor of Commerce

Diploma of Financial Planning

Certified Financial Planner

Jonathan’s role

Jonathan helps our clients build, protect and manage their wealth — using cash flow management, sound investment strategies, risk insurance, and estate planning.

About Jonathan

Born and raised in Hobart, Jonathan is the youngest in a family of four boys.

His outlook on life was influenced from a very early age by the death of both parents from cancer. Rather than break him, the loss became a motivation to live every moment to the fullest.

Jonathan loved sports from an early age, and his ideas of ‘relaxation’ include mountain biking, road cycling, surfing, hockey, skiing, snowboarding, and occasionally even the more leisurely pastime of fishing. Between all the action, he’s also a keen photographer.