Financial Adviser - Partner
Current
Apr 2024 - Present
AeroLeads people directory · profile
Jonathan Harris Cfp® Email & Phone Number
Financial Advisor. I guide wealth creation for high net wealth professionals and pre-retirees and for those wanting a rewarding lifestyle.
at
Freshwater Wealth
1 work email found
@bigpond.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor. I guide wealth creation for high net wealth professionals and pre-retirees and for those wanting a rewarding lifestyle.
Location
Sydney, New South Wales, Australia
Who is Jonathan Harris Cfp®? Overview
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Quick answer
Jonathan Harris Cfp® is listed as Financial Advisor. I guide wealth creation for high net wealth professionals and pre-retirees and for those wanting a rewarding lifestyle. at Freshwater Wealth, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at bigpond.com and a matched LinkedIn profile for Jonathan Harris Cfp®.
Jonathan Harris Cfp® previously worked as Financial Adviser - Partner at Freshwater Wealth and Financial Adviser at Manly Financial Services. Jonathan Harris Cfp® holds Master Of Financial Planning from Kaplan Professional.
Company email context
Email format at Freshwater Wealth
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*@bigpond.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Harris Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Harris Cfp®
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"
Listed skills include Superannuation, Banking, Finance, New Business Development, and 20 others.
Current workplace
Jonathan Harris Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles · 36 years
Jonathan Harris Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Adviser
Aug 2019 - Apr 2024
Senior Financial Planner
Jan 2012 - Jul 2019
Senior Business Financial Adviser - Bt Advice
Jan 2012 - Jul 2019
Financial Adviser - Corporate Superannuation And Wealth Management
Sherlock Stephen (Licensee - Madison Financial Group)
Jan 2011 - Dec 2011
Marketing And Sales Manager - Amp Financial Planning (Nsw)
Sep 2008 - Jan 2011
Head Of Marketing - Land Rover Australia
Nov 2005 - Sep 2008
General Sales Manager - Land Rover Australia
Mar 2003 - Nov 2005
Brand Manager - (Ford Credit) On Behalf Of Land Rover Financial Services & Volvo Car Finance
Sep 2000 - Mar 2003
Business Operations Manager (Nsw)
Sep 1999 - Aug 2000
Business Development Manager (Nsw)
Sep 1997 - Aug 1999
Various
1990 - Sep 1997
1991 - 1993
~2 yrs
4 education records
Jonathan Harris Cfp® education
Master Of Financial Planning
Graduate Diploma In Management
Bachelor'S Degree, (Accounting And Hospitality Management)
High School, Hsc - English, Mathematics, Economics, Accounting And Physics
FAQ
Frequently asked questions about Jonathan Harris Cfp®
Quick answers generated from the profile data available on this page.
What company does Jonathan Harris Cfp® work for?
Jonathan Harris Cfp® works for Freshwater Wealth.
What is Jonathan Harris Cfp®'s role at Freshwater Wealth?
Jonathan Harris Cfp® is listed as Financial Advisor. I guide wealth creation for high net wealth professionals and pre-retirees and for those wanting a rewarding lifestyle. at Freshwater Wealth.
What is Jonathan Harris Cfp®'s email address?
AeroLeads has found 1 work email signal at @bigpond.com for Jonathan Harris Cfp® at Freshwater Wealth.
Where is Jonathan Harris Cfp® based?
Jonathan Harris Cfp® is based in Sydney, New South Wales, Australia while working with Freshwater Wealth.
What companies has Jonathan Harris Cfp® worked for?
Jonathan Harris Cfp® has worked for Freshwater Wealth, Manly Financial Services, Westpac Group, Bt Financial Group, and Sherlock Stephen (Licensee - Madison Financial Group).
How can I contact Jonathan Harris Cfp®?
You can use AeroLeads to view verified contact signals for Jonathan Harris Cfp® at Freshwater Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Harris Cfp® attend?
Jonathan Harris Cfp® holds Master Of Financial Planning from Kaplan Professional.
What skills is Jonathan Harris Cfp® known for?
Jonathan Harris Cfp® is listed with skills including Superannuation, Banking, Finance, New Business Development, Leadership, Wealth Management, Financial Planning, and Sales Operations.
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