Jonathon Kirk

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BBus CFP® DipFinPlan

Authorised Representative: 000316055

Private Client Adviser

"I aim to provide clients with a financial strategy that helps achieve their short, medium and long-term wealth goals. An ongoing client relationship ensures the strategy remains appropriate and investment opportunities are maximised."

Jonathon has over 15 years experience in the finance industry. He believes an adviser relationship adds value by ensuring clients truly understand how they are invested, why they are invested as they are, what are the investment risks and how are the risks managed.

Services and specialities

  • Financial Planning
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Jonathon aims to create and protect wealth by matching investments to strategy goals. Assets should produce income for cash flow needs and also provide appropriate long-term capital growth opportunities for wealth creation.

Industry Education & Experience

Qualifications
  • Bachelor of Business, Monash University, 1992
  • CERTIFIED FINANCIAL PLANNER®, FPA, 2006
  • Diploma of Financial Planning, Deakin University, 2003
Professional Associations
  • CFP® Member of the Financial Planning Association of Australia
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by G & L Sharebrokers Pty Ltd which operates the business of Morgans Financial Limited - Traralgon. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.