Jonathon Laird
Financial Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by BRANBO PTY LTD which operates the business of Morgans Financial Limited - Noosa. My employer remunerates me by way of salary.
