Jonathan Swanton, CFP®

Jonathan is a Chartered Accountant and a Certified Financial Planning® practitioner. With more than 20 years in the financial services industry, he has particular expertise in retirement planning, tax planning and compliance, superannuation, structures, investments, insurance and social security. He spent his early career as a public practice accountant where he was involved in tax and business services for small to medium sized clients. This was followed by a period of time in corporate tax with a listed financial services organisation. In 2007, he branched out into financial planning and has been advising a diverse range of private clients since. Jonathan values the unique and often complex characteristics of each of his clients and strives to achieve the best outcome that fits in our client’s key objectives and goals. Jonathan places a high importance on building and maintaining enduring relationships with his clients. He believes that a consistent, value added service is essential to this process.

< Prev Page