About Jonathan
I joined the team in December 2023 to help conduct research & analysis for clients as well as preparing Suitability Reports. I started my career in financial services in 2006 as a mortgage adviser and have since held a number of roles across financial services in the UK and Australia.
I completed my Level 4 Diploma in Regulated Financial Planning in 2022 and I am now working towards Chartered Financial Planner status.
