Jon Winfield Email
Wealth - Head of Advice @ Ledgersmith
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Jon Winfield Location
- Sydney, NSW, AU
Jon Winfield Work
- 2025 -now Wealth - Head of Advice @
- 2024 -2025 Senior Financial Adviser and Financial Advice Practice Head @
- 2024 -2024 Senior Financial Adviser and Financial Advice Practice Head @
- 2020 -2024 Private Client Adviser @
- 2015 -2020 Private Client Adviser @ ipac - Company
- 2013 -2015 Financial Planner @
- 2001 -2013 Army Officer @
- 2011 -2013 Paraplanner @
- 2009 -2011 Paraplanner; Client Service Manager @ Avenue Capital Management
- 2008 -2009 Financial Planning Business Support Officer @ Australian Wealth Management
- 2007 -2008 Consultant @ Strategic Consulting And Training
Jon Winfield Education
- University of Technology Sydney
Master of Business Administration - MBA (Strategic Management & Business Law)
2018-2022 - Kaplan Professional
FASEA Bridging Course: Ethics for Professional Advisers (Ethics)
2020-2020 - International Centre for Financial Services
ASIC RG146 Compliance (Self Managed Superannuation)
2015-2015 - Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
2011-2012 - Kaplan Professional
Diploma of Financial Services (Financial Planning)
2010-2011 - Royal Military College - Duntroon
Officer's Commission (Officer training including personnel training, administration and man management)
2004-2004 - University of Sydney
Bachelor of Arts (Modern History, Industrial Relations and Human Resource Management)
2001-2004 - Sydney Grammar School 1988-2000
- FASEA
Financial Adviser Exam
- Financial Planning Association of Australia
Certified Financial Planner
- Aged Care Steps
Jon Winfield Summary
- Jon Winfield, based in Sydney, NSW, AU, is currently a Wealth - Head of Advice at Ledgersmith. Jon Winfield brings experience from previous roles at Ledgersmith, FinCare Accounting Pty Ltd, Equity Trustees and ipac - Company. Jon Winfield holds a 2018 - 2022 Master of Business Administration - MBA in Strategic Management & Business Law @ University of Technology Sydney. Jon Winfield has 1 emails on RocketReach.
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