Jonathan has been providing financial advice since 2008, specialising in complex financial planning strategies tailored to the unique goals of his clients. He is passionate about helping individuals and families take control of their finances, build wealth with confidence, and retire with security and peace of mind.

He holds a Bachelor of Business, majoring in Banking and Funds Management, a Graduate Diploma of Financial Services, and is a Certified Financial Planner (CFP®).

Outside of work, Jonathan enjoys spending time with his wife and their two young boys, often at sporting grounds across Brisbane.