About
Jonathan
Jonathan Philpot is a seasoned wealth management partner renowned for his expertise and commitment to guiding individuals and families towards financial success.
Assisting in the development of the firm’s personal wealth management division, Jonathan now has more than 18 years’ experience working in wealth management. His reputation is built on a foundation of trust, knowledge, and personalised service.
As an adviser, Jonathan takes a proactive and tailored approach to wealth advice for clients, reflect the different financial life stages ranging from wealth builders to superannuation or retired clients. He also specialises with family office clients and advising intergenerational wealth.
Jonathan believes in the importance of regular review and adjustment to ensure his clients remain on course to achieve their financial goals, adapting to changing market conditions and life events as needed.
Significant projects
- Built up the division’s funds under management to more than $1 billion
- Head of the Personal Wealth Management division
- Chair of the firms’ Investment Committee.
- Regularly providing commentary in the Sydney Morning Herald, the Australian Financial Review and Money Magazine.
Areas of expertise
- Wealth management
- Investment advice
- Inter-generational wealth advice
- Superannuation & retirement planning
- Personal tax planning
- Self-managed super funds (SMSFs)
- Estate planning
Qualifications & memberships
- Bachelor of Commerce
- Certified Financial Planner
- Member, Financial Planning Association of Australia (CFP)
- Member, Chartered Accountants Australia and New Zealand