Specialisations
Practice Management
Recruitment
Acquisitions
Licensee Operations
Corporate Governance
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With over 20 years of experience in Financial Services and Licensee Management, Jonathon has developed a diverse skill set across Financial Advice, Practice Management, Recruitment, Acquisitions, Licensee Operations and Corporate Governance.
Jonathon has held various management roles within the licensee space having been both a Responsible Manager and a National Manager for Affinia Financial Advisers in addition to previously being a State Development Manager for Millenium3.
Having now experienced both private practice and corporate licensee, Jonathon has an in-depth knowledge and profound understanding of building highly effective financial advice practices.
