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 @ Ledgersmith
2024 - 2025 Senior Financial Adviser and Financial Advice Practice Head @ Ledgersmith
2024 - 2024 Senior Financial Adviser and Financial Advice Practice Head @ FinCare Accounting Pty Ltd

2020 - 2024 Private Client Adviser @ Equity Trustees
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2015 - 2020 Private Client Adviser @ ipac - Company
2013 - 2015 Financial Planner @ Commonwealth Bank
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2001 - 2013 Army Officer @ Australian Army
2011 - 2013 Paraplanner @ AMP
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2009 - 2011 Paraplanner; Client Service Manager @ Avenue Capital Management
2008 - 2009 Financial Planning Business Support Officer @ Australian Wealth Management

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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

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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.

Jon Winfield Emails

Found 1 emails

@ledgersmith.com.au

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Jon Winfield

Wealth - Head of Advice at Ledgersmith

Sydney, NSW, AU
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