Jonathon Mannion
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Jonathon Mannion Email & Phone Number

Financial Adviser | Helping you make smart decisions with your money at Sandringham Wealth
Location: Newcastle, New South Wales, Australia 8 work roles 1 school
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Current company
Sandringham Wealth
Role
Financial Adviser | Helping you make smart decisions with your money
Location
Newcastle, New South Wales, Australia
Company size
2 employees

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Jonathon Mannion is listed as Financial Adviser | Helping you make smart decisions with your money at Sandringham Wealth, a with 2 employees, based in Newcastle, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Jonathon Mannion.

Jonathon Mannion previously worked as Senior Commercial Financial Planner at Westpac Group and Senior Financial Planner - Premier Bank at Commonwealth Bank Of Australia. Jonathon Mannion holds Bachelor Of Commerce, Economics from University Of South Africa/Universiteit Van Suid-Afrika.

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Sandringham Wealth

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Profile bio

About Jonathon Mannion

At the ripe, old age of 13 I decided to have a serious chat with my Dad about money. As a young teenager I wanted do more things with my life; to do this, I knew I needed more money. I put it to my dad that my pocket money needed an increase.My dad, being an enterprising man, felt he had a solution. He had a factory floor that needed sweeping and a broom but no-one was available to push it. I worked through from 13 every holiday, earning money, saving some, spending most until I had a full time job.Why am I sharing this with you?Money might provide freedom but it doesn’t come for free. Hard work paid off and earning money was something that I understood however my major pivot point in life about the power of money came at the age of 26. At that stage, I worked with a colleague who had grown up in a family who talked openly about investments and their place in life. He explained, gently, that I wasn’t making great use of my savings and that I could add to my salary by investing some of that spare cash. He took me through what to think about, what to look for. I have no sense of direction and at that time TomTom were launching the very first GPS units. Making the decision to make my first investment, I bought shares in TomTom when they floated; and it was like someone had turned on the lights for me about investing.Working provides an income while you are working, investing provides financial freedom whilst you are busy doing other things.My early lessons in life have empowered me along with my continuous thirst for knowledge. I’m focused on supporting the people I work with; to understand by taking the right steps today that together we can create the financial future they want to achieve. “If you want to go fast, go alone. If you want to go far, go together”.Success for me is my clients knowing that I care about my relationship with them and helping them to achieve their dreams - I’ve got your back.

Listed skills include Finance, Fixed Income, Superannuation, Wealth, and 16 others.

Current workplace

Jonathon Mannion's current company

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Sandringham Wealth
Sandringham Wealth
Financial Adviser | Helping you make smart decisions with your money
36 KEMP STREET, THE JUNCTION,NSW 2291,Australia
Website
sandringhamwealth.com.au
Employees
2
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8 roles

Jonathon Mannion work experience

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Financial Adviser | Helping You Make Smart Decisions With Your Money

Current
Sandringham Wealth

L1, Suite 5, 3 Hopetoun St, Charlestown, 2290

What I’ve been able to achieve by establishing my business is to take all of the parcels of learning along the way from investment and economics to life experiences and travel and use it to explain in simple terms what the decisions are for the people sitting next to me. My aim is to help the people I work with create a unique plan based on your circumstances and needs as they change over time; whether it is investment, superannuation, personal insurance or money coaching – it’s financial advice that’s about you. Together we continually asses your options and investment choices to ensure you remain on track and give you peace of mind.This advice is general advice and information only - it may not be appropriate for youBoth Jonathon Mannion (Authorised Representative No. 1004643)and Sandringham Wealth Pty Ltd (Corporate Authorised Representative No. 1273671)are Authorised Representatives of Insight Investment Partners Pty Ltd (AFSL 368175)

Jan 2019 - Present

Senior Commercial Financial Planner

Westpac Group

Newcastle, Australia

My role was about supporting business owners and their families. When you run your own business all the focus is on plan A; sometimes there is a plan B and C as well. The individuals behind the businesses I had the opportunity to work with regularly put the business first and themselves second. My focus was on helping them make solid financial decisions, reducing the risks in their business, bringing themselves to the front of the queue; helping them to build a plan B to complement the business.

Mar 2014 - Jan 2019

Senior Financial Planner - Premier Bank

Commonwealth Bank Of Australia

Burwood, Melbourne

My time in this role allowed me to improve my clients' financial confidence and personal circumstances by helping them to:Build wealth, inside and outside superProtect their lifestyle Reduce debt through smart strategiesPrepare for a comfortable retirement

Oct 2011 - Feb 2014

Client Adviser

Ipac

Melbourne, Australia

Full financial advice focused on "lifestyle financial planning"

Jan 2008 - Oct 2011

Role listed

Chimaera Private

Melbourne, Australia

Support of senior financial planner and BDM whilst running the margin lending book

Mar 2007 - Dec 2007

Technical Specialist

Goldman Sachs

London, United Kingdom

Liason between Risk Arb desk, Stock Lending desk, Prime Brokerage, associated hedge fund clients and Asset Servicing.Training hedge funds using the Prime Brokerage service on operational risk around asset servicing.Markets covered - predominantly Europe and AsiaProducts - swaps, CFD's, equities, a broad range of fixed income products including convertibles

Nov 2002 - Nov 2006

Corporate Actions Analyst

Northern Trust

London, United Kingdom

Coporate actions - Asia

Jan 2001 - Nov 2002

Corporate Actions Support

Bny Mellon

London, United Kingdom

Support of corporate actions analysts covering all markets globally

Jan 2000 - Dec 2000
1 education record

Jonathon Mannion education

FAQ

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What company does Jonathon Mannion work for?

Jonathon Mannion works for Sandringham Wealth.

What is Jonathon Mannion's role at Sandringham Wealth?

Jonathon Mannion is listed as Financial Adviser | Helping you make smart decisions with your money at Sandringham Wealth.

Where is Jonathon Mannion based?

Jonathon Mannion is based in Newcastle, New South Wales, Australia while working with Sandringham Wealth.

What companies has Jonathon Mannion worked for?

Jonathon Mannion has worked for Sandringham Wealth, Westpac Group, Commonwealth Bank Of Australia, Ipac, and Chimaera Private.

How can I contact Jonathon Mannion?

You can use AeroLeads to view verified contact signals for Jonathon Mannion at Sandringham Wealth, including work email, phone, and LinkedIn data when available.

What schools did Jonathon Mannion attend?

Jonathon Mannion holds Bachelor Of Commerce, Economics from University Of South Africa/Universiteit Van Suid-Afrika.

What skills is Jonathon Mannion known for?

Jonathon Mannion is listed with skills including Finance, Fixed Income, Superannuation, Wealth, Equities, Financial Risk, Investments, and Retirement.

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