Jonathan Brunello
Financial Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
