Jonathan is a dedicated and passionate Investment Advisor based in Melbourne. Fuelled by his personal interest in financial markets, Jonathan is committed to providing strategic investment advice and achieving the best possible outcomes for his clients. With a vast client base spanning across Australia, Jonathan has established himself as a trusted advisor in the financial industry.
After completing a Master of Applied Finance (Financial Planning & Wealth Management), as well as a Bachelor of Property and Construction at The University of Melbourne, Jonathan began his career at JBWere. There, he developed a strong understanding of managing the intricate and complex financial affairs of high-net-worth individuals, families and businesses. This experience laid the foundation for his decade-long success as a Partner/Investment Advisor at Escala Partners, where he quickly became one of the leading advisors.
In 2023, Jonathan made the decision to join LGT Wealth Management, attracted by the sophisticated investment offerings available for families, ultra-high net worth individuals, and non-profit organizations. Jonathan's determination and ambition to achieve the best possible outcomes for his clients are the driving forces behind his energetic and passionate approach.
Jonathan is a team-oriented professional who thrives on achieving high levels of success. His intimate knowledge of the industry, combined with his wealth of experience and dedication to achieving his clients’ financial goals ensures he consistently achieves the best possible outcomes for his clients. Jonathan is a qualified financial planner and an active member of The Financial Advice Association Australia.
