Jonathon Croome
Financial Adviser
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About
Jonathon Croome is an ASIC-registered financial adviser based in Battery Point, Tasmania, dedicated to helping clients achieve their financial goals with considered and personalised advice. With a Bachelor of Commerce from the University of Tasmania (2000) and a Graduate Diploma in Financial Planning from Securities Institute Australia (2005), Jonathon possesses a strong foundation of knowledge and experience. He further cemented his expertise by becoming a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA) in 2009, and continually updates his skills, including completing Ethics and Professionalism training through Kaplan Professional in 2019. As a member of the Financial Advice Association of Australia (FAAA), Jonathon adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Jonathon specialises in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or require insurance to protect what matters most, Jonathon can provide tailored solutions to meet your specific needs. Contact Jonathon today to arrange 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 Croome offer?
Jonathon Croome specialises in superannuation advice, insurance, wealth management, and retirement planning, tailoring his advice to meet your individual needs and goals.
What qualifications does Jonathon Croome have?
Jonathon holds a Bachelor of Commerce from the University of Tasmania, a Graduate Diploma in Financial Planning from Securities Institute Australia, and is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FAAA).
What can I expect during my first consultation with Jonathon?
During your initial consultation, Jonathon will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and answer any questions you may have.
How does Jonathon Croome stay up-to-date with the latest financial regulations and strategies?
Jonathon is committed to ongoing professional development and regularly participates in industry training and seminars to ensure he provides his clients with the most current and relevant advice.
Is Jonathon Croome a member of any professional associations?
Yes, Jonathon is a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards in the financial advice industry.
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