I am committed to helping you plan for your future financial security, with multiple Independent Financial Adviser of the year award nominations.
In 2017,I founded Jonas Wealth Management with two goals; to offer conflict free advice, and to take the complexity out of financial
I firmly believe in utilizing an innovative approach towards embracing technology to enhance client experiences, and enabling you to develop lasting connections with your finances.
Specializing in assessing each of my client’s unique circumstances and creating a strategic investment plan that will work best for their best interests over the long term.
My role is to ensure you receive the guidance necessary to make investment decisions for your future financial freedom. One of the core beliefs at Jonas Wealth Management is that financial planning should be exactly what the name implies, a road map to your financial future.
I utilise a traditional value investing framework, with a modern growth overlay to design equity portfolios for his clients, which has led to my participation in institutional investment committees.
Outside of work hours I can be found by the beach (surfing badly), by the BBQ or with a novel in hand. If it's NRL season, I will be obsessing over my fantasy football team and dreaming that the North Queensland Cowboys will win the premiership this year.
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 5
- First year providing advice 2017
- Years of experience 8
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Jonas Wealth Management Pty Ltd
Unit 6, 19 Baringa StMorningside, QLD 4170
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Bluewater Financial Advisors Pty Ltd
AFSL 411846