Jonathan has worked in financial services for more than 12 years. His early career was spent as a Public Practice Accountant, first providing taxation and business services to small and medium clients and later focusing on corporate taxation services. Jonathan moved into financial planning with a global investment bank in 2007 and joined Finovia in 2008.
Jonathan provides his clients with particular expertise in superannuation, accounting, structures, taxation and investment advice.
Jonathan holds a Bachelor of Business and Diploma of Financial Services (Financial Planning). He is also a Certified Financial Planner (CFP) and Chartered Accountant. He is a member of the Financial Planning Association and Institute of Chartered Accountants Australia.
In his spare time, Jonathan loves the outdoors, chasing the thrill of waterskiing and, in the winter, is an avid snowboarder.