Jonathan is passionate about helping clients make sense of complex financial decisions and giving them confidence about the future. With more than 30 years in professional services, including over 26 years in wealth management and financial planning, he has worked closely with individuals, families and business owners as they navigate life’s opportunities, challenges and major financial milestones.
His experience spans wealth creation, retirement planning, superannuation and self-managed super funds, tax-effective structuring, asset protection, succession planning and estate planning. Prior to joining ITL Financial Planning in 2025, Jonathan spent almost 15 years in senior roles within the wealth management business that evolved from UBS Wealth Management Australia to Crestone Wealth Management and subsequently LGT Wealth Management Australia.
While Jonathan enjoys the technical aspects of financial planning, his greatest satisfaction comes from building trusted, long-term relationships with clients. He believes good advice should be practical, easy to understand and tailored to what matters most to each individual. Known for his personable nature and straightforward approach, Jonathan helps clients feel informed, in control and confident that they are making the right decisions for themselves and their families.
Jonathan holds a Bachelor of Economics (Accounting) from Macquarie University and is a Certified Practising Accountant and Financial Planning Specialist (CPA, FPS).
