Jon has been helping people make smarter financial decisions for over 17 years. He began advising overseas in 2008 and earned his Certified Financial Planner® designation by 2010, a standard he’s proudly maintained since moving to Australia in 2012.

 

After migrating, Jon spent five years in a self-licensed boutique firm refining his holistic planning skills, before progressing to a Senior Adviser role at Perpetual. There, he worked extensively with clients and complex structures including SMSFs, SAFs, trusts, philanthropic vehicles, superannuation strategies and a wider range of investment solutions.

 

Now at Scope Financial Planning, Jon partners with clients to take a strategic, big-picture approach to their financial world. His expertise spans strategic tax advice, wealth accumulation and retirement planning, personal insurance, and portfolio construction underpinned by technical knowledge and a focus on clear, practical outcomes.

 

Jon enjoys working with a diverse mix of clients, ranging from professionals, families, business owners and entities - each with their own priorities and challenges. He’s committed to turning complexity into clarity, empowering people to make confident, well-informed decisions. He stays attuned to industry changes, is a member of the Financial Advisers Association of Australia (FAAA) and is passionate about delivering advice that is purpose driven as life evolves over time.

 

As Jon puts it: “My goal is to simplify the best roadmap for clients so they can achieve their goals and enjoy life, knowing their financial world is in order.”

Alex’s life has been a numbers game for as long as he can recall. Raised in Western Sydney by hard-working parents, Alex discovered a passion for mathematics at a young age and began tutoring fellow students in the subject while still at high school himself. 

 

This ideal equation of arithmetic aptitude and dedication showed Alex the value of treating money with respect. Approaching his financial choices with a steely discipline, he built an impressive portfolio of investments prior to graduating from University. “My parents built their wealth through not only hard work, but having the discipline to only spend what they needed to,” Alex said.  “This made me intrigued about the concept of managing my own finances as I sought to emulate their success. Before long I realised I could not only help myself, but many other people.”

 

This discovery drove Alex to earn his Financial Planning license at just 24 years of age. Alex has since built a strong client base of young professional contemporaries.

“I love working with young professionals because we share the same generational experience, and face common challenges in moving toward established wealth,” he says.

“How a young professional treats their finances in the first five to 10 years of their career can be a vital determinant of how they will be able to handle the adversities of middle life such as parenthood and unexpected life changes. 

 

“Arming my peers with this knowledge, and a compatible financial strategy that assures a bright future, is what satisfies me most.”

Jess joined Scope Financial Services in 2016 and has spent several years working in the mortgage broking side of the business before recently transitioning into the financial planning division. As a Client Service Manager, she supports Jon and Alex with day-to-day tasks, helping ensure everything runs smoothly while providing friendly, professional support to both advisers and clients.

 

Jess has always had a strong interest in helping people and aims to ensure clients feel confident and well looked after from start to finish, while supporting advisers so they can focus on delivering quality advice. A mother of two young children, Jess works part time and values creating positive, trusted client experiences.