Jon in his own words

Helping people feel in control of their finances and able to focus on the life they want - is what drives Jon. That perspective comes from an early appreciation for the impact financial stability can have on family life over time.

Jon’s approach centres on bringing clarity to complex situations, turning strategies into straightforward, practical options that people can actually use and feel confident about. Jon began his career on the Sunshine Coast, Queensland in 2017, building a strong technical foundation across compliance, audit and advisory roles. After time in Sydney, he relocated to Melbourne and now calls Fitzroy North home.

For Jon, good planning is about putting the right foundations in place today, while staying flexible for whatever comes next.

Education and Experience

Jon holds the following qualifications:

• Bachelor of Commerce (Financial Planning) degree - University of the Sunshine Coast
• FASEA accreditation.

Outside of work

Outside of work, Jon enjoys staying active through the gym and swimming, as well as getting to the footy when the Brisbane Lions are in town. In quieter moments, he switches off with a bit of nostalgia - revisiting games and interests he has held onto since growing up.