Jonathan Harris Cfp®

Jonathan Harris Cfp® Email and Phone Number

Financial Advisor. I guide wealth creation for high net wealth professionals and pre-retirees and for those wanting a rewarding lifestyle. @ Freshwater Wealth
Jonathan Harris Cfp®'s Location
Sydney, New South Wales, Australia, Australia
Jonathan Harris Cfp®'s Contact Details

Jonathan Harris Cfp® work email

Jonathan Harris Cfp® personal email

n/a
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"

Jonathan Harris Cfp®'s Current Company Details
Freshwater Wealth

Freshwater Wealth

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Financial Advisor. I guide wealth creation for high net wealth professionals and pre-retirees and for those wanting a rewarding lifestyle.
Jonathan Harris Cfp® Work Experience Details
  • Freshwater Wealth
    Financial Adviser - Partner
    Freshwater Wealth Apr 2024 - Present
    Sydney, Northern Beaches
  • Manly Financial Services
    Financial Adviser
    Manly Financial Services Aug 2019 - Apr 2024
    Northern Beaches, Sydney
  • Westpac Group
    Senior Financial Planner
    Westpac Group Jan 2012 - Jul 2019
    Sydney, Northern Beaches
  • Bt Financial Group
    Senior Business Financial Adviser - Bt Advice
    Bt Financial Group Jan 2012 - Jul 2019
    Sydney, Northern Beaches
  • Sherlock Stephen (Licensee - Madison Financial Group)
    Financial Adviser - Corporate Superannuation And Wealth Management
    Sherlock Stephen (Licensee - Madison Financial Group) Jan 2011 - Dec 2011
    Sydney, Australia
  • Amp
    Marketing And Sales Manager - Amp Financial Planning (Nsw)
    Amp Sep 2008 - Jan 2011
    Sydney, Australia
  • Jaguar Land Rover Australia
    Head Of Marketing - Land Rover Australia
    Jaguar Land Rover Australia Nov 2005 - Sep 2008
    Sydney, Australia
  • Jaguar Land Rover Australia
    General Sales Manager - Land Rover Australia
    Jaguar Land Rover Australia Mar 2003 - Nov 2005
  • Ford Credit
    Brand Manager - (Ford Credit) On Behalf Of Land Rover Financial Services & Volvo Car Finance
    Ford Credit Sep 2000 - Mar 2003
    Sydney, Australia
  • Mazda Australia Pty Ltd
    Business Operations Manager (Nsw)
    Mazda Australia Pty Ltd Sep 1999 - Aug 2000
  • Mazda Australia Pty Ltd
    Business Development Manager (Nsw)
    Mazda Australia Pty Ltd Sep 1997 - Aug 1999
    Sydney, Australia
  • Ford Credit
    Various
    Ford Credit 1990 - Sep 1997
    Melbourne And Sydney, Australia
  • Ford Motor Company Asia Pacific
    Graduate Program
    Ford Motor Company Asia Pacific 1991 - 1993
    Melbourne, Australia
    Finance, Marketing & Leadership

Jonathan Harris Cfp® Skills

Superannuation Banking Finance New Business Development Leadership Wealth Management Financial Planning Sales Operations Training Funding Strategic Financial Planning Change Management Risk Management Relationship Management Portfolio Management Business Strategy Business Planning Financial Services Management Retirement Planning Strategy Investments Strategic Planning Business Relationship Management

Jonathan Harris Cfp® Education Details

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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