It’s been nearly ten years since Jonathan joined the banking & finance industry back in 2010. In that time he has held home & investment lending positions both at ANZ and Bank of Melbourne. After wanting to focus purely on investment lending and gearing strategies, Jonathan transitioned to the role of 2IC for Mark Davis – one of Australia’s most awarded finance brokers.
Jonathan is now an Investment Lending Manager where he is able to put in place lending structures and strategies for his own clients. He is a firm advocate of property as a vehicle for wealth creation having generated a substantial portfolio of his own investments and developments.
When it comes to educating his clients, Jonathan truly believes that having the right team of experts around is critical to sound decision-making. Whilst he is passionate about financial education, Jonathan also looks to create long standing relationships as he works with his own clients to meet their financial goals and objectives.
Mobile: 0423 822 055