Jonathan Harris Cfp® Email and Phone Number
Jonathan Harris Cfp® work email
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Jonathan Harris Cfp® personal email
Jonathan Harris Cfp® is a Financial Advisor. I guide wealth creation for high net wealth professionals and pre-retirees and for those wanting a rewarding lifestyle. at Freshwater Wealth. He possess expertise in superannuation, banking, finance, new business development, leadership and 19 more skills. Colleagues describe him as "Friendly helpful customer service, explaining products and services clearly and simply enough to grasp the concepts involved in retirement planning without a technical background." and "I have found Jon to be someone I can look up to as an inspiring leader with his can do attitude and strategic thinking, balanced with the ability to engage myself and his peers at their level. Jon is a pleasure to work with"
Freshwater Wealth
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Financial Adviser - PartnerFreshwater Wealth Apr 2024 - PresentSydney, Northern Beaches -
Financial AdviserManly Financial Services Aug 2019 - Apr 2024Northern Beaches, Sydney -
Senior Financial PlannerWestpac Group Jan 2012 - Jul 2019Sydney, Northern Beaches -
Senior Business Financial Adviser - Bt AdviceBt Financial Group Jan 2012 - Jul 2019Sydney, Northern Beaches -
Financial Adviser - Corporate Superannuation And Wealth ManagementSherlock Stephen (Licensee - Madison Financial Group) Jan 2011 - Dec 2011Sydney, Australia
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Marketing And Sales Manager - Amp Financial Planning (Nsw)Amp Sep 2008 - Jan 2011Sydney, Australia -
Head Of Marketing - Land Rover AustraliaJaguar Land Rover Australia Nov 2005 - Sep 2008Sydney, Australia -
General Sales Manager - Land Rover AustraliaJaguar Land Rover Australia Mar 2003 - Nov 2005 -
Brand Manager - (Ford Credit) On Behalf Of Land Rover Financial Services & Volvo Car FinanceFord Credit Sep 2000 - Mar 2003Sydney, Australia -
Business Operations Manager (Nsw)Mazda Australia Pty Ltd Sep 1999 - Aug 2000 -
Business Development Manager (Nsw)Mazda Australia Pty Ltd Sep 1997 - Aug 1999Sydney, Australia -
VariousFord Credit 1990 - Sep 1997Melbourne And Sydney, Australia -
Graduate ProgramFord Motor Company Asia Pacific 1991 - 1993Melbourne, AustraliaFinance, Marketing & Leadership
Jonathan Harris Cfp® Skills
Jonathan Harris Cfp® Education Details
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Master Of Financial Planning -
Graduate Diploma In Management -
(Accounting And Hospitality Management) -
Hsc - English, Mathematics, Economics, Accounting And Physics
Frequently Asked Questions about Jonathan Harris Cfp®
What company does Jonathan Harris Cfp® work for?
Jonathan Harris Cfp® works for Freshwater Wealth
What is Jonathan Harris Cfp®'s role at the current company?
Jonathan Harris Cfp®'s current role is Financial Advisor. I guide wealth creation for high net wealth professionals and pre-retirees and for those wanting a rewarding lifestyle..
What is Jonathan Harris Cfp®'s email address?
Jonathan Harris Cfp®'s email address is jo****@****ond.com
What schools did Jonathan Harris Cfp® attend?
Jonathan Harris Cfp® attended Kaplan Professional, University Of Sydney, Victoria University, Scotch College.
What skills is Jonathan Harris Cfp® known for?
Jonathan Harris Cfp® has skills like Superannuation, Banking, Finance, New Business Development, Leadership, Wealth Management, Financial Planning, Sales Operations, Training, Funding, Strategic Financial Planning, Change Management.
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