Director and Financial Adviser
Jonathan graduated from the University of New South Wales with a Bachelor of Commerce (Finance/Economics) in 1987 and has an Advanced Diploma Financial Planning. He has had more than 25 years commercial experience, 17 years of which have been in the financial services industry.
Client Portfolio Manager
PJ is the Client Portfolio Manager and Paraplanner of the business, dedicated to making sure that our Advice is accurate, cutting edge and in your best interest. PJ began his career at BT Financial Group, where he worked with Financial Advisers from around the country to get the most out of their investment platforms.
Client Services Manager