Since commencing his career in 2009, he has developed a broad skill set through roles spanning client and technical services, compliance consulting, and the provision of personal advice to both private and corporate clients. Jonathon holds a Master of Financial Planning (MFinPlan), providing a strong foundation for delivering tailored and strategic advice.
He is passionate about building long-lasting client relationships based on open and honest conversations. Guiding clients to clarify their goals and designing strategies to help them achieve these objectives is what Jonathon finds most rewarding. His client-focused approach was recognised with the Most Trusted Adviser award in 2023.
Outside of work, Jonathon enjoys spending time with his young family, maintaining an active lifestyle, exploring local cafes and restaurants, and making the most of the Gold Coast’s outdoor lifestyle.
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This website contains general information only and does not consider your personal financial circumstances or needs. To the extent permitted by law, Ironbark Advice is not liable for any loss or damage arising because of a reliance placed on the contents of this page.
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Ironbark Advice is comprised of the following wholly owned entities of Ironbark:
Advice First Pty Ltd, Advisory Group Pty Ltd, ARTT Group Pty Ltd, Brisbane Financial Services Pty Ltd, Elevate Financial Solutions Pty Ltd, Emohruo Financial Services Pty Ltd, Invest Blue Armidale Pty Ltd, Invest Blue Brisbane Pty Ltd, Invest Blue Coffs Harbour Pty Ltd, Invest Blue Direct Pty Ltd, Invest Blue Gladstone Pty Ltd, Ogilvie Financial Services Pty Ltd, TDT (Tas) Pty Ltd, The Bravien Group Pty Ltd, Vintage Wealth Pty Ltd and Wainscott Financial Planning & Advice Pty Ltd, trading as Ironbark Advice are authorised representatives and credit representatives of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No. 232706.
Countrywide Advice Pty Ltd and GrowUp Financial Pty Ltd trading as Ironbark Advice are authorised representatives and credit representatives of Charter Financial Planning Limited, Australian Financial Services Licence and Australian Credit Licence No. 234665.
GR & LC Thompson Pty Ltd trading as Ironbark Advice, is an authorised representative and credit representative of Hillross Financial Services Limited, Australian Financial Services Licence and Australian Credit Licence No. 232705.
LFC Advice Pty Ltd (ABN 19 647 509 466) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.