Jonathan is a Wealth Management specialist who focuses on providing financial advice to Senior Executives and High Net Worth Families.
Jonathan’s primary aim is to develop lifetime plans for clients by clearly understanding their personal situations and financial goals. Jonathan has accumulated considerable technical knowledge in the areas of wealth, retirement and superannuation planning. This knowledge is applied in conjunction with fundamental financial planning principles to all client portfolios. Jonathan, a British citizen, started his career in the Marketing department at Procter & Gamble. He has since spent the majority of his career as a trader and Investment Banker at US bank JPMorgan, in London and New York. This international exposure has equipped him with the skills to deliver superior strategies, in line with the objectives of his clients.
Jonathan is an engaging and articulate speaker with a solid background in wealth management. He speaks on a varied range of financial topics including self-managed super funds, shares and the market as well as property vs shares.
Jonathan joined Stanford Brown in 2008 and is now a Partner of the firm. He is married to Gold Coast girl, Kelli, and has settled into Clontarf on Sydney’s Northern Beaches with his two young children Jack and Nathi.
- Senior Executives
- High Net Worth Families
- Wealth Creation
- Retirement Planning
- 2010 AFA Australian Adviser of the year - Top 5 Finalist
- M.A. Hons, Biochemistry – Christ’s College, Cambridge
- Graduate Diploma of Financial Planning
- SMSF Accredited Adviser
- AFP, Financial Planning Association of Australia (FPA)
- Association of Financial Advisers (AFA)
- Registered Tax (Financial) Adviser with the Tax Practitioners Board
- Authorised Representative # 327247