Jonathon Kirk
BBus CFP® DipFinPlan
Branch Manager / Private Client Adviser
I aim to provide clients with a financial strategy that helps achieve their short, medium and long-term wealth goals. An ongoing client relationship ensures the strategy remains appropriate and investment opportunities are maximised.
Jonathon has over 20 years experience in the finance industry. He believes an adviser relationship adds value by ensuring clients truly understand how they are invested, why they are invested as they are, what are the investment risks and how are the risks managed.
Investment Style
Jonathon aims to create and protect wealth by matching investments to strategy goals. Assets should produce income for cash flow needs and also provide appropriate long-term capital growth opportunities for wealth creation.
Services and Specialties
Self-Managed Super Funds
Financial Planning
Retirement and Estate Planning
Wealth Management
Stockbroking
Superannuation Advice
Qualifications and Professional Affiliations
Bachelor of Business
Diploma of Financial Planning
Associations
CFP® Member of the Financial Planning Association of Australia
Competencies
Securities
Managed Investments
Margin Lending
Financial Planning
Generic
Superannuation
Life Insurance
I am employed by Lonely Bay Pty Ltd which operates the business of Morgans Financial Limited - Traralgon. My employer remunerates me by way of salary. As a shareholder of Lonely Bay Pty Ltd, I may be entitled to a share of profits. As a Director of Lonely Bay Pty Ltd, I will be entitled to a share of profits.
