Jon Ahlberg
Private Client Adviser
Jon has been working in the financial services sector since 2005 and holds an Advanced Diploma of Financial Planning. With a focus on investment and superannuation advice, as well as having an in-depth knowledge of personal and business insurance, Jon aims to provide his clients with high-quality advice and service. He recognises the need for all his clients to implement and maintain an appropriate wealth creation and protection strategy.
Investment Style
Jon firmly believes that the key to any good financial plan is the implementation and maintenance of an appropriate strategy. Jon provides financial advice to ensure his clients can reach their financial goals.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane Edward Street. My employer remunerates me by way of salary. As a shareholder of NMES Pty Ltd, I may be entitled to a share of profits.
I am employed by NMES Pty Ltd which operates the business of Morgans Financial Limited - Brisbane - Edward St. My employer remunerates me by way of salary. As a shareholder of NMES Pty Ltd, I may be entitled to a share of profits.
