Jonathon Martino

Picture Wealth

Bronze
7 Yrs Experience
Wayville, SA 5034

I have worked in the financial services industry since 2010.  With a Bachelors degree in Applied Finance (maj. Financial Planning), an Advanced Diploma of Financial Planning and currently completing qualifications as a Certified Financial Planner.

I have a thorough understanding of the financial planning process and the ability to determine the pathways for individual financial success. I adopt a very hands-on and personal approach for my clients which assist me to develop a strong relationship to best understand a client’s lifestyle and needs that are in line with their best interests.

My objective is to educate clients on the importance of planning for their future and by applying my technical expertise, helping my clients reach their goals and live in financial comfort.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.75
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Bachelor of Applied Finance
  • Language spoken
    • English

Picture Wealth

22 Greenhill Rd
Wayville, SA 5034

Licensed by

Picture Wealth Advisory

AFSL 530789