CFP, BCom, FFin, Dip FP
Jon has worked in private client, superannuation and funds management advisory since 1994 bringing a wealth of practical experience, knowledge and strategic insight to his clients. Jon is a founding Partner at Oreana Private and has extensive experience in the delivery of specialist, timely and relevant wealth management strategies, structures and solutions to family groups, private and family-owned businesses, entrepreneurs and individuals.
Prior to joining Oreana, Jon was a Director at Grant Thornton’s Private Wealth practice advising family office and high net wealth clients on protecting and growing wealth. He also chaired the Grant Thornton Investment Committee which held responsibility for decisions relating to the acquisition, divestment and management of investments across client portfolios.
Jon is a Certified Financial Planner, CFP ®, a FINSIA Fellow, an Accredited Investment Fiduciary® and holds a Bachelor of Commerce degree from the University of Melbourne.