Jonathan Scholes

Adviser
CFP®, BCom, DFP

Jonathan has worked in the financial planning industry since 2001, primarily as a financial adviser. Jonathan enjoys helping individuals, families and business professionals manage and improve their financial position by understanding their personal values, goals and lifestyle aspirations.

Jonathan has experience advising a broad spectrum of clients including young professionals, retirees, high net worth individuals, families, business owners and Not for Profit organisations.