Jonathan has over 20 years of experience providing financial advice, 15 of those as a Principal at Cardena. Prior to starting Cardena (then known as Arrive Wealth Management), Jonathan provided financial advice as part of the team at PricewaterhouseCoopers.
Jonathan is a Financial Planning Specialist with the Institute of Chartered Accountants (CA), a Certified Financial Planner™ with the Financial Planning Association (FPA) and holds a Bachelor of Business from the University of Technology, Sydney (UTS). He has also lectured at UTS as part of the financial planning major in the Bachelor of Business degree.
Jonathan aims to provide highly specialised advice and holistic advice aligned to the specific needs of each client. He believes that building a comprehensive and detailed financial strategy is the foundation for all future financial decisions.
To find out about the positive impact we have had on our clients, read our testimonials.
Read more >Cardena is proud to work with a broad range of clients, read about their experiences with our team.
Read more >In our latest investment update, Ray Djani joins Tom McDonald and Brad Matthews to discuss the action…
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Cardena Private Wealth Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Private Wealth.
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