Jonathon joined Evans and Partners in 2021 from within the E&P Financial Group. His expertise lies in Private Wealth Management, where he utilises the firm’s insights and research to construct portfolios tailored to individual asset allocation preferences, risk profiles, goals, and objectives.

Jonathon provides comprehensive support to clients, managing their personal portfolios, superannuation funds (SMSFs), trusts, and non-profit organisations.

Jonathon holds a Bachelor of Commerce degree with a major in finance and a Bachelor of Science from Deakin University. He has further enhanced his qualifications by completing a graduate diploma in Financial Planning from Kaplan Professional.

In June 2022, Jonathon successfully completed the Financial Advisers Standards and Ethics Authority (FASEA) financial exam.