Jonathon joined Evans and Partners in 2021 from within the E&P Financial Group and has worked within wealth advice for the last five years. He completed his professional year in February 2023 has been investing in financial markets for more than 20 years.
As an investment adviser at Evans and Partners, Jonathon specialises in the construction and management of goal-oriented, tailored portfolios for a wide range of clients, including high-net-worth individuals, family groups and other private entities.
Leveraging the capabilities of the E&P Financial Group, Jonathon utilises carefully selected and well-researched investment vehicles including direct equities, managed funds, exchange traded funds and separately managed accounts to achieve effective results for his clients.
Jonathon has a Bachelor of Commerce, majoring in Finance and a Bachelor of Science (Biological) from Deakin University. In addition, he has also completed a Graduate Diploma of Financial Planning from Kaplan Professional.
Jonathon completed the FASEA Financial Adviser Exam in June 2022.