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.