Jonathan Wall, Cfa, Fa
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Jonathan Wall, Cfa, Fa Email & Phone Number

Senior Investment Adviser at Forsyth Barr at Forsyth Barr
Location: Auckland, Auckland, New Zealand 5 work roles 2 schools
1 work email found @forbar.co.nz LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email j****@forbar.co.nz
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Current company
Forsyth Barr
Role
Senior Investment Adviser at Forsyth Barr
Location
Auckland, Auckland, New Zealand
Company size
292 employees

Who is Jonathan Wall, Cfa, Fa? Overview

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Quick answer

Jonathan Wall, Cfa, Fa is listed as Senior Investment Adviser at Forsyth Barr at Forsyth Barr, a company with 292 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a work email signal at forbar.co.nz and a matched LinkedIn profile for Jonathan Wall, Cfa, Fa.

Jonathan Wall, Cfa, Fa previously worked as Investment Advisor at Forsyth Barr and Director at Cfa Society Of New Zealand. Jonathan Wall, Cfa, Fa holds Master'S Degree, Anthropology, Majoring In Archaeology, First Class Honours from University Of Auckland.

Company email context

Email format at Forsyth Barr

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*@forbar.co.nz
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Profile bio

About Jonathan Wall, Cfa, Fa

My approach is best described as growth at a reasonable price (GARP) - as this combines both growth and value investing attributes.Current clients include business owners, family groups, trusts, company directors, investment analysts, propertiary traders, and retired individuals and include those from New Zealand and numerous other countries.High level of expertise in: equities, fixed income, macro driven investments, bottom up research.Specialties: Equity Analysis, Fixed Interest Analysis, Quantitative and Qualitative Analysis, Company Valuation, Risk.Forsyth Barr is a fully staff and NZ-owned NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and KiwiSaver. Founded in 1936, Forsyth Barr has offices across New Zealand, visit www.forsythbarr.co.nz/about for more information.

Listed skills include Equities, Portfolio Management, Fixed Income, Investments, and 13 others.

Current workplace

Jonathan Wall, Cfa, Fa's current company

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Forsyth Barr
Forsyth Barr
Senior Investment Adviser at Forsyth Barr
dunedin, otago, new zealand
Website
forsythbarr.co.nz
Employees
292
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5 roles

Jonathan Wall, Cfa, Fa work experience

A career timeline built from the work history available for this profile.

Investment Advisor

Current
Forsyth Barr

Auckland, New Zealand

Forsyth Barr is a New Zealand owned firm providing a full range of investment options including sharebroking, portfolio management, research and investment banking services. Forsyth Barr services retail, wholesale and institutional clients. Forsyth Barr has 24 offices across the country with over 450 investment professionals providing investment advisory.

Aug 2004 - Present

Consulting Analyst

Self Employed

Auckland, New Zealand

  • Researched and completed a feasibility study for a potential offshore private public partnership. This involved researching the international marketplace, business environment, competitor firms, as well as assessing.
  • Researched / conceptualized and presented the business case for a large privately owned company (>$200m t/over) forming a private equity fund to capitalize on – and leverage - their existing businesses.
Mar 2003 - Aug 2004

Investment Advisor

Abn Amro Craigs
  • Advised individuals and quasi-institutional clients.
  • Provided managed portfolio services to HNI clients. Advised clients in asset allocation, investment risk management and tax-deferral strategies. Developed risk reduction (diversification) framework for client.
  • Advised a religious group on achieving high risk adjusted returns on yield curve positioning, curve dynamics and credit quaility.
Dec 2001 - Mar 2003

Private Client Research

Goldman Sachs Jbwere
  • Produced company, sector and strategy research for Goldman Sachs JBWere's Private Clients.
  • Co-ordinating and writing Monthly Investment News and Quarterly Strategy publications / presentations.
  • Collecting, analyzing, and distributing third party market and economic information.
  • Producing UK Investment Trust research and managing a quantitative database.
  • Monitoring house research views and producing research on changes or reaffirmation of views.
  • Co-ordinating & maintaining Financial Planning Advisory Recommendations.
Sep 1999 - Mar 2001
Team & coworkers

Colleagues at Forsyth Barr

Other employees you can reach at forsythbarr.co.nz. View company contacts for 292 employees →

RG Reggie Gregory-Allen Reggie Gregory-Allen Colleague at Forsyth Barr Auckland, Auckland, New Zealand, New Zealand View → ME Martin Edwards Martin Edwards Colleague at Forsyth Barr New Zealand, New Zealand View → VL Vivian Leung Vivian Leung Colleague at Forsyth Barr Auckland, Auckland, New Zealand, New Zealand View → JW Jena-Maree Ward Jena-Maree Ward Colleague at Forsyth Barr Auckland, Auckland, New Zealand, New Zealand View → TM Trudi Moodie Trudi Moodie Colleague at Forsyth Barr Cambridge, Waikato, New Zealand, New Zealand View → AM Amanda Mcivor Amanda Mcivor Colleague at Forsyth Barr Auckland, Auckland, New Zealand, New Zealand View → JC Jacob Clearwater Jacob Clearwater Colleague at Forsyth Barr Dunedin, Otago, New Zealand, New Zealand View → QB Quintin Budler Quintin Budler Colleague at Forsyth Barr Red Beach, Auckland, New Zealand, New Zealand View → KH Kerry Harper Kerry Harper Colleague at Forsyth Barr New Zealand, New Zealand View → TK Tianna Kneebone Tianna Kneebone Colleague at Forsyth Barr Auckland, Auckland, New Zealand, New Zealand View →
2 education records

Jonathan Wall, Cfa, Fa education

Master'S Degree, Anthropology, Majoring In Archaeology, First Class Honours

University Of Auckland

Activities and Societies: Auckland University Rock & Alpine Club Auckland University Gymnastics Club

Education record

Sacred Heart College Auckland

Activities and Societies: Lenihan House Captain, 1st XI (1987,1988), Geography Prize (1988).

FAQ

Frequently asked questions about Jonathan Wall, Cfa, Fa

Quick answers generated from the profile data available on this page.

What company does Jonathan Wall, Cfa, Fa work for?

Jonathan Wall, Cfa, Fa works for Forsyth Barr.

What is Jonathan Wall, Cfa, Fa's role at Forsyth Barr?

Jonathan Wall, Cfa, Fa is listed as Senior Investment Adviser at Forsyth Barr at Forsyth Barr.

What is Jonathan Wall, Cfa, Fa's email address?

AeroLeads has found 1 work email signal at @forbar.co.nz for Jonathan Wall, Cfa, Fa at Forsyth Barr.

Where is Jonathan Wall, Cfa, Fa based?

Jonathan Wall, Cfa, Fa is based in Auckland, Auckland, New Zealand while working with Forsyth Barr.

What companies has Jonathan Wall, Cfa, Fa worked for?

Jonathan Wall, Cfa, Fa has worked for Forsyth Barr, Cfa Society Of New Zealand, Self Employed, Abn Amro Craigs, and Goldman Sachs Jbwere.

Who are Jonathan Wall, Cfa, Fa's colleagues at Forsyth Barr?

Jonathan Wall, Cfa, Fa's colleagues at Forsyth Barr include Reggie Gregory-Allen, Martin Edwards, Vivian Leung, Jena-Maree Ward, and Trudi Moodie.

How can I contact Jonathan Wall, Cfa, Fa?

You can use AeroLeads to view verified contact signals for Jonathan Wall, Cfa, Fa at Forsyth Barr, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Wall, Cfa, Fa attend?

Jonathan Wall, Cfa, Fa holds Master'S Degree, Anthropology, Majoring In Archaeology, First Class Honours from University Of Auckland.

What skills is Jonathan Wall, Cfa, Fa known for?

Jonathan Wall, Cfa, Fa is listed with skills including Equities, Portfolio Management, Fixed Income, Investments, Asset Management, Capital Markets, Investment Banking, and Asset Allocation.

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