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Jon Ahlberg
GradDipFP
Private Client Adviser
Financial planning is more than just building and maintaining wealth, it also involves identifying personal risks and implementing appropriate strategies to ensure they are minimised.
Jon has been working in the financial services sector since 2005 and holds an Advanced Diploma of Financial Planning. With a focus on investment and superannuation advice, as well as having an in-depth knowledge of personal and business insurance, Jon aims to provide his clients with high-quality advice and service. He recognises the need for all his clients to implement and maintain an appropriate wealth creation and protection strategy.
Investment Style
Jon firmly believes that the key to any good financial plan is the implementation and maintenance of an appropriate strategy. Jon provides financial advice to ensure his clients can reach their financial goals.
Services and Specialties
Self-Managed Super Funds
Stockbroking
Retirement and Estate Planning
Financial Planning
Personal Insurance
Superannuation Advice
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
FPC006 Tax and Commercial Law for Financial Planning
Advanced Diploma of Financial Services
FPC002B Ethics and Professionalism in Financial Advice
FPC001B Economic and Legal Context for Financial Planning
Associations
Financial Advice Association Australia
Competencies
Managed Investments
Financial Planning
Superannuation
Securities
Life Insurance
Generic
Margin Lending
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane Edward Street. My employer remunerates me by way of salary. As a shareholder of NMES Pty Ltd, I may be entitled to a share of profits.
