Jonathan Swanton
Financial Adviser
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About
Jonathan Swanton is an ASIC-registered financial adviser dedicated to helping individuals and families in Malvern, VIC, achieve their financial goals. With a Bachelor of Business (Accounting & Finance) from Swinburne University and further qualifications as a Chartered Accountant and Certified Financial Planner, Jonathan brings a wealth of knowledge and experience to his clients. He holds a Graduate Diploma in Chartered Accounting and a Diploma of Financial Services (Financial Planning) from the Institute of Chartered Accountants in Australia. As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), Jonathan adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, covering Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jonathan focuses on building long-term relationships with his clients, providing personalized advice and strategies tailored to their unique circumstances. He is committed to helping you navigate the complexities of the financial world and make informed decisions to secure your financial future. Key services include: • Superannuation Advice • Insurance Planning • Wealth Management Strategies • Retirement Planning Ready to take control of your financial future? Contact Jonathan today for a consultation and discover how he can help you achieve your goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jonathan Swanton offer?
Jonathan Swanton provides advice on a wide range of financial areas, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Jonathan Swanton's qualifications and experience?
Jonathan holds a Bachelor of Business (Accounting & Finance), is a Chartered Accountant, and a Certified Financial Planner. He has extensive experience in the financial services industry and is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
How does Jonathan Swanton work with clients to develop a financial plan?
Jonathan works closely with each client to understand their individual needs and goals. He then develops a personalized financial plan that is tailored to their specific circumstances. He will regularly review and update the plan as needed to ensure it continues to meet their needs.
What can I expect during my first meeting with Jonathan?
During your first meeting, Jonathan will take the time to get to know you and your financial situation. He will ask questions about your goals, your current assets and liabilities, and your risk tolerance. This information will help him develop a financial plan that is right for you.
How is Jonathan Swanton compensated for his services?
Jonathan's compensation is discussed transparently during the initial consultation. It may be fee-based, commission-based, or a combination of both, depending on the services provided and the client's preference. All fees and commissions will be fully disclosed upfront.
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