Jonathan has over 17 years experience in the wealth management industry, and has been a provider of Financial Planning advice to high net worth individuals and affluent families during this period. His clients were a mix of residents of Australia and overseas. Jonathan’s experience and knowledge combined with the resources of Findex Group of Companies are a perfect combination to assist in the development and implementation of strategies to assist his clients achieve their financial goals.

Jonathan has a BA in Administration in addition to Post Graduate qualifications in Financial Planning. Furthermore Jonathan has a Diploma in Financial Markets and Specialist accreditation for Self Managed Super Funds. Jonathan is currently studying for an MBA.