Gm And Investment Adviser
Financial Success Group
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Jon Collier Email & Phone Number
GM and Investment Adviser
at
Financial Success Group
1 work email found
@strategi.co.nz
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Financial Success Group
Role
GM and Investment Adviser
Location
Auckland, Auckland, New Zealand
Who is Jon Collier? Overview
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Quick answer
Jon Collier is listed as GM and Investment Adviser at Financial Success Group, based in Auckland, Auckland, New Zealand. AeroLeads shows a work email signal at strategi.co.nz and a matched LinkedIn profile for Jon Collier.
Jon Collier previously worked as GM & Investment Adviser at Financial Success Group and General Manager at Medcapital. Jon Collier holds Bachelor Of Commerce (Bcom), Accounting And International Business from University Of Auckland.
Company email context
Email format at Financial Success Group
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{first_initial}{last}@strategi.co.nz
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Profile bio
About Jon Collier
Experienced GM of large financial services businesses. Now GM and Investment Adviser of an established boutique investment advisory for high net worth and high profile clients.
Listed skills include Financial Planning, Investments, Insurance, Portfolio Management, and 19 others.
Current workplace
Jon Collier's current company
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Financial Success Group
13 roles
Jon Collier work experience
A career timeline built from the work history available for this profile.
Gm & Investment Adviser
Current
Financial Success Group
FSG has been providing bespoke investment advice to high net worth and high profile clients for over 20 years. I manage operations plus advise a number of clients directly. We are on a journey of growth for bespoke financial advisory with a strong relational focus.
Feb 2022 - Present
General Manager
Medcapital
Leading the MedCapital business unit across Australasia and member of the Senior Leadership team for the MedEnterprises Group.
May 2021 - Nov 2021
Country Manager (Nz)
Medcapital - Financial Services For Doctors
Jul 2020 - May 2021
Head Of Advice (Nz)
Medcapital - Financial Services For Doctors
Leading the NZ Advice division incorporating MedCapital & Become brands.
Oct 2019 - Jul 2020
Senior Private Wealth Manager
Medcapital - Financial Services For Doctors
Leading the NZ Private Wealth team while integrating advice functions across the wider Group.
Aug 2018 - Oct 2019
Private Wealth Manager
Medcapital - Financial Services For Doctors
Providing a wide range of financial services specifically for Doctors.
Jan 2018 - Aug 2018
Director
Renaissance Insurance And Finance Ltd
Established insurance and mortgage advisory distribution for a Chinese group in NZ.
Jan 2017 - Sep 2017
Authorised Financial Adviser
Providing professional financial advice to business owners and other professionals in order to protect and grow wealth.
Jul 2013 - Dec 2016
Financial Adviser
Milestone Financial Services
Comprehensive financial planning for young professionals and small-medium business owners
Jan 2012 - Jun 2013
Manager, Adviser Services
Providing tailored support services to nationwide networks of investment and insurance advisers
Jan 2011 - Dec 2011
Adviser Support Services Manager
Strategi Ltd
Provision of specialist support and consultancy services to nationwide networks of financial advisers plus product providers.
May 2007 - Dec 2010
Graduate
Graduate program consisting of rotational placements across the company incl underwriting/claims/finance.
Jan 2006 - May 2007
2 education records
Jon Collier education
Bachelor Of Commerce (Bcom), Accounting And International Business
Education record
Auckland Grammar
FAQ
Frequently asked questions about Jon Collier
Quick answers generated from the profile data available on this page.
What company does Jon Collier work for?
Jon Collier works for Financial Success Group.
What is Jon Collier's role at Financial Success Group?
Jon Collier is listed as GM and Investment Adviser at Financial Success Group.
What is Jon Collier's email address?
AeroLeads has found 1 work email signal at @strategi.co.nz for Jon Collier at Financial Success Group.
Where is Jon Collier based?
Jon Collier is based in Auckland, Auckland, New Zealand while working with Financial Success Group.
What companies has Jon Collier worked for?
Jon Collier has worked for Financial Success Group, Medcapital, Medcapital - Financial Services For Doctors, Renaissance Insurance And Finance Ltd, and Apex Advice Group Limited.
How can I contact Jon Collier?
You can use AeroLeads to view verified contact signals for Jon Collier at Financial Success Group, including work email, phone, and LinkedIn data when available.
What schools did Jon Collier attend?
Jon Collier holds Bachelor Of Commerce (Bcom), Accounting And International Business from University Of Auckland.
What skills is Jon Collier known for?
Jon Collier is listed with skills including Financial Planning, Investments, Insurance, Portfolio Management, Compliance, Small Business Development, Distribution Network Design, and Marketing Strategy.
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