Jon Morrow

P3 Financial Planning Pty Ltd

Platinum

21 Yrs Experience

Toowong, QLD 4066

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Jon Morrow has been providing financial advice for over 17 years and has worked within large institutional financial companies as well as smaller boutique organisations. He is passionate about “helping people achieve financial success”, which is the core foundation of P3 Financial Plannings’ philosophy.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Tax Strategies
Growing Assets

5.00 May 2022

Jon is professional and knowledgeable but at the same time very approachable. He is always very happy to provide assistance on any matters brought forward. He explains the more complex financial policies and procedures in a manner easily understood by the ordinary person which is reassuring in this day and age. Jon is friendly, articulate and helpful.

5.00 August 2021

Jon was great to deal with right from the start. He managed to fit me into his schedule at very short notice and delivered on everything we discussed.

5.00 October 2020

Jon has great knowledge in this area. We always feel like we are in good hands. He takes the time to explain everything to us who do not have great knowledge in this area. We would highly recommend Jon's services.

4.50 August 2020

Jon is a very capable financial adviser. He is attentive to client needs and promptly delivers service. He uses financial resources well.

4.75 June 2020

Jon has provided us valuable advice on how to structure our loans and build wealth for our future retirement. I would not hesitate in recommending Jon to Friends.