Jonathon Laird
BEc GradDipFP
Financial Adviser
Using a goal based and client centred approach, I build tailored financial strategies that help my clients make informed decisions, to realise their financial and lifestyle goals.
With over 25 years of expertise in the financial services sector, Jonathon brings a wealth of knowledge to his role as a Financial adviser at Morgans. His approach is rooted in comprehensive financial planning, crafting tailored strategies that blend his clients' financial aspirations with their lifestyle goals.
Investment Style
Jonathon creates tailored financial solutions by embracing a holistic approach to financial advice, focusing on the key area of expertise, cashflow management, debt management, asset structuring, investments, superannuation, wealth accumulation, retirement planning, tax-efficient strategies, risk management and estate planning.
Services and Specialties
Aged Care
Investment Advice
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Financial Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Bachelor of Economics
Graduate Diploma of Financial Planning
Associations
Financial Planner AFP member of FAAA
Competencies
Life Insurance
Generic
Superannuation
Managed Investments
Securities
Financial Planning
I am employed by BRANBO PTY LTD which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me by way of salary.
