Our people

Jonathan Scholes


Private Client Adviser
Email: jonathan.scholes@sfg.com.au
Phone: 03 9649 2400
Jonathan has been working in the financial industry since 2001, and has been actively involved in providing financial advice to clients since late 2001. Committed to ongoing education, he currently holds a Bachelor of Commerce majoring in economics and finance, and the Diploma of Financial Planning. Jonathan has also obtained the Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry.

Jonathan excels in all aspects relating to financial planning, and is particularly passionate about helping clients create and protect wealth. He is committed to helping his clients achieve financial freedom.
 
Financial freedom is achieved through the preparation of a detailed financial plan, and more importantly an ongoing long term relationship, which ensures that clients remain committed, focused and on track.

Client Endorsement

"Jonathan understands the financial markets and how to bring about the best financial scenarios for us. He’s always kept us in the loop on what’s happening while providing alternatives and suggestions that enhance our portfolios. Jonathan explains our financial direction in a language we understand."

John and Jo-Anne Mee
Paynesville , Melbourne