Jonathan Sum Email
Head of Strategy @ alcove
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Jonathan Sum Location
- Brisbane City, QLD, AU
Jonathan Sum Work
- Head of Strategy @ (February 2024 - Present)
- Senior Strategist @ (June 2021 - February 2024)
- Managing Director and Strategy Expert @ BS Financial Advisory (August 2015 - April 2021)
- Senior Paraplanner and Operations Manager @ (March 2014 - July 2015)
- Contracted Paraplanner and Administration Assistant @ Advise Right Paraplanning (June 2012 - July 2015)
- Tax Accountant and Private Wealth Management @ (March 2013 - March 2014)
- Senior Paraplanner and CRM Manager @ (March 2011 - March 2013)
- Management Trainee Program @ (April 2009 - October 2010)
Jonathan Sum Education
- Kaplan Professional
Diploma of Financial Planning (Finance and Financial Management Services)
2011-2012 - University of Melbourne
Bachelor's degree (Marketing/Marketing Management, General)
2005-2008 - Scotch College Melbourne 2001-2004
Jonathan Sum Summary
- Jonathan Sum, based in Brisbane City, QLD, AU, is currently a Head of Strategy at alcove. Jonathan Sum brings experience from previous roles at alcove, BS Financial Advisory, Link Wealth Group and Advise Right Paraplanning. Jonathan Sum holds a 2011 - 2012 Diploma of Financial Planning in Finance and Financial Management Services @ Kaplan Professional.
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