Our Advisers

Jonathan graduated from the University of New South Wales with a Bachelor of Commerce (Finance/Economics) in 1987 and has an Advanced Diploma in Financial Planning. He has had more than 30 years commercial experience, 20 years of which have been as a financial adviser. 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.

Jenny graduated from University in Exeter, UK in 1998. Since arriving in Australia in 2007, Jenny has focused on her career in financial services. Jenny has a wealth of experience that she brings to the business. Her passion is to build long-term relationships with clients by providing the best possible service to help them achieve their financial and personal goals. Jenny loves spending time with her husband and two children and enjoys reading, swimming and cooking.