Jonathon Perna

Infinity Financial Consultants

Bronze

4 Yrs Experience

Bowen Hills, QLD 4006

About Jonathon
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I started my career in financial planning later in life, after getting married and having kids. The financial challenges I saw my parents go through, and the ones I experienced starting a family, lit a fire in me to help people become financially savvy, and encouraged me to begin studying a Diploma of Financial Planning in 2016. This progressed to studying a bachelor’s degree of Business through RMIT, which I completed with distinction in early 2020. I am passionate about helping young families, all the way through to retirees, take the important steps required to achieve financial freedom and am excited to continue making a difference in people’s lives.

When I am not at work you can find me spending time with my family, coaching my daughter’s soccer team, or cheering on my favourite NRL team, the Broncos. I also enjoy investing in my personal time and have a keen interest in macroeconomics, and world financial markets.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 March 2024

Jonathon has been amazing and is super knowledgeable. I love how he takes a slightly different approach and is keeping up with the times.

5.00 November 2023

I cannot recommend Jonathan highly enough as a financial planner. His expertise spans a wide range of areas, including financial structures, budgeting advice, shares and investments, investment properties, superannuation, insurance, self-managed super funds, and debt recycling.

Jonathan's in-depth knowledge and insightful guidance have been instrumental in helping me navigate the complexities of these financial aspects. His strategic approach to financial planning is not only comprehensive but also tailored to individual needs.

What truly sets Jonathan apart is his commitment to client education. He took the time to explain intricate concepts in a way that was easy to understand, empowering me to make informed decisions about my financial future.

Thanks to Jonathan's advice, I've gained a clearer understanding of my financial goals and have implemented effective strategies for achieving them. As a finance broker, I now confidently refer friends, family and my clients to Jonathan, knowing that they will receive the same level of exceptional service that I have experienced.

If you're seeking a financial planner who goes above and beyond, Jonathan is the person to turn to. His expertise, professionalism, and dedication make him an invaluable asset on the journey to financial freedom.

5.00 November 2023

Jonathon has continually communicated in a way that is easily understood & timely.

5.00 August 2023

Five stars all the way for Jonathon Perna! His financial expertise and advice have been invaluable to me. He made complex financial matters easy to understand and provided tailored solutions that have greatly improved my financial situation. I feel confident and well-informed thanks to his guidance. Highly recommended!

5.00 August 2023