Jonathon Bevan
Financial Adviser, Team Manager
Jonathon Bevan – Financial Adviser, Team Manager
Since commencing his career in financial services in 2009, Jonathon has developed a unique skill set from roles encompassing client and technical services, compliance consulting and the provision of personal advice to private and corporate clients.
He enjoys building strong, long-lasting relationships with his clients through open and honest conversations. This, and the process of identifying a client’s goals before developing a tailored strategy to help them achieve these goals, is extremely rewarding and why he loves what he does.
Outside of the office, Jonathon enjoys spending time with his young family, living an active lifestyle, exploring local cafes and restaurants and making the most of the Gold Coast’s stunning climate.
Qualifications
- Master of Financial Planning (MFinPlan)
- Most Trusted Adviser 2023
