Jonathan Elliot

Collins Sba

Gold

25 Yrs Experience

Hobart, TAS 7000

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The Collins SBA team empower people to make decisions and take action so they have certainty now and confidence to be on track..

I am our Managing Director, Responsible Manager for our own Australian Financial Services License and Adviser.

Collins SBA is a Complete Wealth Specialist - a team of Accounting and Financial Planning professionals who work together so it's easy for our clients to be financially organised.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

We offer a free initial consultation after completion of a short online questionnaire which we will send you a link to after our first phone/email/skype intro. After our initial meeting, if we believe we can add value we will provide a Proposal containing our fixed fee and options regarding the scope of advice you can choose from. For ongoing service we offer three service options and fixed fee levels to suit the level of engagement you may feel will be of value. We charge a % of the assets we may manage for you.

5.00 September 2018

Jonathan has given me advice in areas including superannuation and retirement. Jonathan was able to explain things to me in a clear way. I feel very confident that the advice given was right for my needs. I usually received Jonathan's full care and attention when I needed it.

5.00 September 2017

Jonathan always addresses issues and questions in a courteous and professional manner. He's willing to admit when issues may be stretching his own expertise and seeks out assistance from colleague where necessary to provide solutions as required.

5.00 September 2017

Jonathan and Collins SBA have always been accessible and clear about our investment options.

5.00 September 2017

Very good service

4.75 August 2017

Jonathan has a very strong appreciation of the investment/superannuation environment and responds promptly and efficiently to our needs.

Adviser status Gold
Rating 4.92
Number of reviews 12
First year providing advice 1999
Years of experience 25
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Collins Sba

29 Murray Street
Hobart, TAS 7000

9:00am – 5:00pm Monday – Friday

Collins Sba

AFSL 488301

Jonathan Elliot

Collins Sba

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