Jonathan Winfield, CFP®

I have been working within the financial planning sector since 2007 and have gained significant experience in complicated advice areas such as personal injury clients in addition to SMSFs and trust structures. I am a member of the Financial Planning Association, have a Diploma and Advanced Diploma in Financial Services (Financial Planning) and have attained the highest level of professional designation an adviser can achieve - Certified Financial Planner. My introduction to the financial planning profession was through working in a presenting role with a consultancy that championed the importance of quality client relationships for financial advisers. This initial exposure to client focused advising is what drove an interest in becoming an adviser and I have since acquired a broad professional experience working for both large institutions and boutique advisory firms. My goal is to provide clients with personalised, high quality advice based upon empathy, client understanding and personal integrity.

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