Meet Jonathan.
Hi! I’m Jonathan. Wealth Management Leader, Digital Financial Advisory Advocate, and Content Creator.
With over 19 years in the financial industry, I am a Chartered Financial Consultant (ChFC®/S) and an experienced wealth management leader, driving digital transformation in the areas of personal financial planning, KYC, advisory compliance, and financial education.
I’m passionate about independent financial advice – providing clients with choices between multiple product providers, delivering comprehensive planning solutions, and remaining free from conflicts of interest. This commitment enables me to focus entirely on helping individuals and organizations achieve their financial goals through tailored solutions.
I pride myself as a lifetime learner, complementing my Bachelor of Commerce from The University of Western Australia and a Diploma in Accounting & Finance from Temasek Polytechnic, with professional certifications in Estate Planning, Data Science and Analysis, and UI/UX Design.
I welcome connections with like-minded professionals and invite you to explore my LinkedIn profile for a more comprehensive view of my experience and qualifications.
>19
Years in Financial Industry
Impacting lives one at a time through purposeful financial planning since 2005
15
Successful events supported
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>90%
User Adoption Rate
Delivering user-centric applications with high adoption and up to 40% improvement in productivity and operational efficiency
Area of Practice
01
Portfolio Management
We will work with you to create a personalised plan to help you achieve your financial goals.
02
Performance Reviews
We will work with you to create a personalised plan to help you achieve your financial goals.
03
Financial Planning
We will work with you to create a personalised plan to help you achieve your financial goals.
04
Portfolio Management
We will work with you to create a personalised plan to help you achieve your financial goals.
05
Performance Reviews
We will work with you to create a personalised plan to help you achieve your financial goals.
06
Financial Planning
We will work with you to create a personalised plan to help you achieve your financial goals.
Our Amazing Team
Our expert team ensures elegant, functional and visually pleasing websites with WordPress blocks, patterns, and the powerful content editor.
Alexander Park
Graphic Designer
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Hana Fadi
Photographer
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Antti Nieminen
Illustrator
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Flannery Jacobs
Founder & CEO
Former co-founder of ACME company. Early staff at XYZ. Loves coffee & morning runs.