Jonathon Laird
Financial Adviser
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About
Jonathon Laird is an ASIC-registered financial adviser dedicated to helping individuals and families in Noosaville, QLD, achieve their financial goals. With a solid foundation built on a Bachelor of Economics from UTAS (2002), a Graduate Diploma of Financial Planning from FINSIA (2005) and a Diploma of Financial Planning from Kaplan (2018), Jonathon brings a wealth of knowledge and experience to his clients. He further enhanced his expertise by becoming an Aged Care Accredited Professional (2025), demonstrating a commitment to serving the unique needs of older Australians. Jonathon also holds FPC002B Ethics and Professionalism in Financial Advice (2025), reaffirming his dedication to upholding the highest ethical standards. As a member of the Financial Advice Association of Australia (FAAA), Jonathon is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He offers tailored guidance on Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to protect your family's future, or aiming to grow your wealth, Jonathon can provide the expert advice you need. Contact Jonathon today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Jonathon Laird offer?
Jonathon Laird provides advice on a range of financial matters including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Jonathon Laird's qualifications and experience?
Jonathon holds a Bachelor of Economics, a Graduate Diploma of Financial Planning, a Diploma of Financial Planning and is an Aged Care Accredited Professional. He is also an ASIC-registered financial adviser and a member of the Financial Advice Association of Australia (FAAA).
How does Jonathon Laird approach financial planning?
Jonathon takes a personalised approach, starting with understanding your unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives, providing ongoing support and adjustments as needed.
What should I expect during my first meeting with Jonathon Laird?
During your initial consultation, you can expect to discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. Jonathon will explain his services and how he can help you achieve your financial objectives. This is an opportunity for you to ask questions and determine if Jonathon is the right financial adviser for you.
Why should I choose Jonathon Laird as my financial advisor?
Jonathon Laird offers expert, personalised financial advice. His qualifications, experience, and commitment to ethical practice ensure you receive high-quality service tailored to your unique needs. Being an Aged Care Accredited Professional he can offer comprehensive advice for all life stages.
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