A resourceful and caring adviser with a practical approach, Jon assists his clients in establishing effective plans to achieve their financial goals.
Keeping a strong focus on client goals, Jon ensures strategic recommendations remain agile enough to respond to the ever changing needs as his client’s progress through the various stages of life.
Throughout his career with Stonehouse Jon has demonstrated his expertise to include specialist knowledge in retirement planning, wealth accumulation, debt and risk management.
Jon has attained a Bachelor of Commerce Majoring in Finance from the University of Queensland and a Diploma of Financial Services (Financial Planning). He is also presently completing the highly regarded CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation.
Jon and his wife Althea are passionate about animals, frequently fostering dogs that are waiting for a loving family to call their own. Jon’s other hobbies include playing soccer, touch football and golf.
Jon is available for appointments at our Indooroopilly, Brisbane CBD and Gold Coast offices.