Jonathon has 10 years’ experience in the wealth management industry in client relationship management and technical roles.
Jonathon believes that obtaining a thorough understanding of a client’s needs and objectives is the cornerstone of a trusted relationship. His commitment to integrity and technical excellence assists him in developing a sound financial strategy that will guide decision making over the long-term.
Previously Jonathon worked in the family office department at The Myer Family Company, assisting Ultra-high-net-worth family groups with their financial strategy, reporting and compliance obligations.
Outside of work Jonathon enjoys participating in outdoor activities such as bushwalking and rock-climbing with his wife and friends.
- Masters of Accounting – Professional (Macquarie University)
- Advanced Diploma of Financial Services (Kaplan Education)
- Bachelor of Arts (University of Technology Sydney)
Areas of expertise
Asset Protection and Business Structures
Retirement Planning and Pensions
Tax Effective Wealth Strategies
Investment and Portfolio Construction
- Ten years’ experience in wealth management
Jonathon Tainsh is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.