Jonathan Brunello
Financial Adviser
As a financial adviser, trust and honesty guide everything I do. My focus is on providing transparent advice and cultivating lasting relationships built on intergrity and authenticity.
Jonathan is a dedicated financial adviser passionate about guiding clients toward long-term wealth and financial success. By focussing on personalised strategies, he collaborates closely with clients, creating tailored plans that meet their unique needs, ensuring timely and effective progress. He prioritises building enduring relatonships founded on trust and shared achievements.
Investment Style
With over 20years of international experience across global financial markets. Jonathan adopts a disciplined investment style, focusing on domestic and international shares, ETFs and managed funds. He tailors strategies for private clients,self-managed superannuation funds and not-for-profit organisations. Jonathan utilises both active and passive investment product selection, strategic asset allocation, and long-term portfolio management to deliver sustainable growth and align with clients' unique objectives
Services and Specialties
Investment Advice
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Financial Planning
Wealth Management
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Business (Banking & Finance)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Financial Planning
Securities
Generic
Managed Investments
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
