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Jonathon Tainsh

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.

Qualifications/Memberships

  • 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

Estate Planning

Retirement Planning and Pensions

Superannuation

Tax Effective Wealth Strategies

Investment and Portfolio Construction

Experience

  • Ten years’ experience in wealth management

 
 


Jonathon Tainsh is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

Jonathon Tainsh

02 9248 8037

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Level 9, 10 Spring St, Sydney NSW 2000

02 9248 8035

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