Financial Adviser
CurrentI provide comprehensive financial advice to people of all ages and walks of life. My goal is simply to ensure that through my help your financial position has improved.
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@nab.com.au
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Jonathon Missingham is listed as Financial Adviser at Oracle Advisory Group, a with 22 employees, based in Greater Newcastle Area, Australia. AeroLeads shows a work email signal at nab.com.au and a matched LinkedIn profile for Jonathon Missingham.
Jonathon Missingham previously worked as Senior Financial Planner at National Australia Bank and Financial Planner at National Australia Bank.
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As a Certified Financial Planner, I am a strong believer that too many people leave their financial future to chance. I am passionate about helping my clients achieve their financial goals by providing clear, straightforward and professional advice that helps them take control of their financial future.
Listed skills include Portfolio Management, Strategic Financial Planning, Risk Management, Retirement Planning, and 1 others.
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Newcastle, Australia
I provide comprehensive financial advice to people of all ages and walks of life. My goal is simply to ensure that through my help your financial position has improved.
Newcastle And Hunter Region
I provided specialist advice for the unique requirements of Business Owner customers in the Newcastle, Central Coast and Hunter Regions. Working closely with Banking Managers to provide advice covering a wide range of issues including but not limited to:• Investment diversification and the building of alternative income streams, other than business assets• Developing retirement and succession solutions to preserve the viability of the business upon exit• Protection strategies to meet cash flow requirements through crisis periods.
Newcastle And Hunter Region
I provided specialist financial planning advice to Agribusiness and Business banking clients across the Hunter region including but not limited to:• Risk Protection Strategies• Superannuation and Retirement Planning• Estate and Succession Planning• Wealth Accumulation
North Sydney
I worked with a team of Senior Financial Planners providing portfolio reviews and transactional advice to high net worth clients including: • Share trading and corporate action advice.• Maintenance of complex portfolios• Client review meetings and the delivery of our Ongoing Service Program.Winner of National Australia Bank Leading Light Award 2013.
Sydney Cbd
Working as part of a small boutique firm I was involved throughout the advice process. My key responsibilities were:• The development and writing of Statements of Advice• Re-balancing of client portfolios and implementation of advice• Fielding client inquiries • Claims management for large Group Insurance and Employer Super policies.
Sydney Cbd
Working in a small team I was able to develop my skills in a variety of areas. While my primary responsibilities were in general administration, I learnt to field client inquiries, re-balance client portfolios and compile records of advice.
Orange Region
Other employees you can reach at oracleag.com.au. View company contacts for 22 employees →
Jannette Moseley
Colleague at Oracle Advisory GroupAustralia
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SF
Steven Field
Colleague at Oracle Advisory GroupGreater Sydney Area, Australia
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BH
Bridget Hook
Colleague at Oracle Advisory GroupAustralia
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JP
Jacinta Pane
Colleague at Oracle Advisory GroupGreater Newcastle Area, Australia
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KA
Katrina Amaba
Colleague at Oracle Advisory GroupCebu, Central Visayas, Philippines
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SY
Selfana Younus
Colleague at Oracle Advisory GroupSydney, New South Wales, Australia
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MA
Marjorie Alesna
Colleague at Oracle Advisory GroupCebu, Central Visayas, Philippines
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AW
Alvin Wong
Colleague at Oracle Advisory GroupGreater Brisbane Area, Australia
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RY
Rodney Yates
Colleague at Oracle Advisory GroupPort Macquarie, New South Wales, Australia
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Samantha Livingstone-Foggo
Colleague at Oracle Advisory GroupNewcastle, New South Wales, Australia
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Quick answers generated from the profile data available on this page.
Jonathon Missingham works for Oracle Advisory Group.
Jonathon Missingham is listed as Financial Adviser at Oracle Advisory Group.
AeroLeads has found 1 work email signal at @nab.com.au for Jonathon Missingham at Oracle Advisory Group.
Jonathon Missingham is based in Greater Newcastle Area, Australia while working with Oracle Advisory Group.
Jonathon Missingham has worked for Oracle Advisory Group, National Australia Bank, Financial Keys Pty Ltd, and Various.
Jonathon Missingham's colleagues at Oracle Advisory Group include Jannette Moseley, Steven Field, Bridget Hook, Jacinta Pane, and Katrina Amaba.
You can use AeroLeads to view verified contact signals for Jonathon Missingham at Oracle Advisory Group, including work email, phone, and LinkedIn data when available.
Jonathon Missingham is listed with skills including Portfolio Management, Strategic Financial Planning, Risk Management, Retirement Planning, and Wealth Management.
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