Associate Financial Advisor
Current
Apr 2022 - Present
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Jonathan Lui Email & Phone Number
Associate Financial Advisor
at
Shadforth Financial Group Ltd
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Advisor
Location
Melbourne, Victoria, Australia
Company size
Who is Jonathan Lui? Overview
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Quick answer
Jonathan Lui is listed as Associate Financial Advisor at Shadforth Financial Group Ltd, a with 320 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Jonathan Lui.
Jonathan Lui previously worked as Advice Assurance Officer at Ioof Holdings Ltd and Engagement Consultant at Ioof Holdings Ltd. Jonathan Lui holds Graduate Diploma Of Financial Planning from Kaplan Professional.
Company email context
Email format at Shadforth Financial Group Ltd
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Shadforth Financial Group Ltd
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Profile bio
About Jonathan Lui
Jonathan Lui is a Associate Financial Advisor at Shadforth Financial Group Ltd.
Current workplace
Jonathan Lui's current company
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Shadforth Financial Group Ltd
4 roles · 12 years
Jonathan Lui work experience
A career timeline built from the work history available for this profile.
Advice Assurance Officer
Jun 2019 - May 2022
Engagement Consultant
Jan 2018 - May 2019
Administrative Assistant
2015 - 2017
~2 yrs
Team & coworkers
Colleagues at Shadforth Financial Group Ltd
Other employees you can reach at sfg.com.au. View company contacts for 320 employees →
MC
Melissa Cowan
Colleague at Shadforth Financial Group LtdSydney, New South Wales, Australia
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FD
Finn Dorney
Colleague at Shadforth Financial Group LtdTasmania, Australia
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PC
Paul Coulthard
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
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JK
Jim Kilkenny
Colleague at Shadforth Financial Group LtdGreater Brisbane Area, Australia
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KP
Kieran Pirie
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
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CD
Carol Doloughan
Colleague at Shadforth Financial Group LtdMelbourne, Victoria, Australia
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PK
Paul Khamlu
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
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SG
Steven Grenda Cfp
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
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CB
Campbell Breheny
Colleague at Shadforth Financial Group LtdHobart, Tasmania, Australia
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PG
Phillip Gillard
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
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Melissa Cowan
Colleague at Shadforth Financial Group LtdSydney, New South Wales, Australia
View →
FD
Finn Dorney
Colleague at Shadforth Financial Group LtdTasmania, Australia
View →
PC
Paul Coulthard
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
View →
JK
Jim Kilkenny
Colleague at Shadforth Financial Group LtdGreater Brisbane Area, Australia
View →
KP
Kieran Pirie
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
View →
CD
Carol Doloughan
Colleague at Shadforth Financial Group LtdMelbourne, Victoria, Australia
View →
PK
Paul Khamlu
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
View →
SG
Steven Grenda Cfp
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
View →
CB
Campbell Breheny
Colleague at Shadforth Financial Group LtdHobart, Tasmania, Australia
View →
PG
Phillip Gillard
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
View →
2 education records
Jonathan Lui education
Graduate Diploma Of Financial Planning
Bachelor Of Business, Economics
FAQ
Frequently asked questions about Jonathan Lui
Quick answers generated from the profile data available on this page.
What company does Jonathan Lui work for?
Jonathan Lui works for Shadforth Financial Group Ltd.
What is Jonathan Lui's role at Shadforth Financial Group Ltd?
Jonathan Lui is listed as Associate Financial Advisor at Shadforth Financial Group Ltd.
Where is Jonathan Lui based?
Jonathan Lui is based in Melbourne, Victoria, Australia while working with Shadforth Financial Group Ltd.
What companies has Jonathan Lui worked for?
Jonathan Lui has worked for Shadforth Financial Group Ltd, Ioof Holdings Ltd, and Link Wealth Group.
Who are Jonathan Lui's colleagues at Shadforth Financial Group Ltd?
Jonathan Lui's colleagues at Shadforth Financial Group Ltd include Melissa Cowan, Finn Dorney, Paul Coulthard, Jim Kilkenny, and Kieran Pirie.
How can I contact Jonathan Lui?
You can use AeroLeads to view verified contact signals for Jonathan Lui at Shadforth Financial Group Ltd, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Lui attend?
Jonathan Lui holds Graduate Diploma Of Financial Planning from Kaplan Professional.
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