Jonathan Stephen

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. When not in the office, Jonathan enjoys: spending time with his wife (Karen) and three children, hiking and adventure, and investing in the development of young adults, specifically in his role on the board of the National Student Leadership Forum.

Send Jonathan an email.