WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
JB

Jonathan Buob

Financial Adviser

MFA Adelaide
Adelaide, SA 5000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Jonathan Buob is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals through tailored and comprehensive advice. Jonathan holds a Bachelor of Finance from Adelaide University (2003) and a Graduate Diploma of Financial Planning from Finsia (2007). He further enhanced his expertise with certifications in Self Managed Super Funds (Integrity Education Group, 2018) and Ethics and Professionalism in Financial Advice (Kaplan, 2025). Authorised to provide advice on a broad range of financial products, Jonathan can assist you with superannuation, insurance, wealth management and retirement planning needs. His authorisations extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies for long-term growth • Retirement planning to ensure a comfortable future • Investment advice on securities and government debt Ready to take control of your financial future? Contact Jonathan today to schedule a consultation and discuss your specific needs.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice Risk management

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000278937

Verify on ASIC Register

Authorised Representative Number

000319018

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Jonathan Buob provide?

Jonathan specialises in superannuation advice, insurance, wealth management, and retirement planning. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Jonathan Buob have?

Jonathan holds a Bachelor of Finance from Adelaide University and a Graduate Diploma of Financial Planning from Finsia. He also has certifications in Self Managed Super Funds and Ethics and Professionalism in Financial Advice.

What is the process of working with Jonathan?

The process begins with an initial consultation to understand your financial goals and current situation. Jonathan will then develop a personalised financial plan tailored to your needs. He will explain his recommendations clearly and work with you to implement the plan, providing ongoing support and reviews.

How can wealth management help me?

Wealth management involves creating a comprehensive strategy to grow and protect your assets. Jonathan can help you with investment planning, asset allocation, risk management, and estate planning to achieve your long-term financial goals.

What should I expect from retirement planning with Jonathan?

Retirement planning with Jonathan involves assessing your current financial situation, projecting your future income needs, and developing a plan to ensure you have sufficient funds to live comfortably in retirement. He can advise you on superannuation strategies, investment options, and tax-efficient ways to manage your retirement savings.

Get in Touch

Contact Jonathan directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.