Jonathan Wu Email & Phone Number
Executive Director - Senior Financial Adviser and Chief Operating Officer @ SWU Group
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Jonathan Wu Location
- Sydney, NSW, AU
Jonathan Wu Work
- 2018 -now Executive Director - Senior Financial Adviser and Chief Operating Officer @
- 2013 -2018 Associate Director and Financial Planner and Head of Group Operations @
- 2008 -2012 Financial Adviser @
- 2007 -2008 Team Leader - Paraplanning @
- 2006 -2006 Paraplanner @
- 2005 -2005 Admin Assistant and Assistant Accountant @
- 2022 -now Lead Portfolio Manager @
- 2024 -now Investment Director - Asia @
- 2024 -now Creator, Producer, Host @ The Finance Garage Podcast
- 2014 -now Co-Host - Money and You @
- 2007 -now Commentator - Financial Issues @ 2CR Chinese Radio
- 2010 -now Deputy Chairman and Management Committee Member @ Sydney Professional Accountants Group - CPA
- 2013 -2025 Commentator - Financial Strategy and Economic Issues @ SBS Radio Australia
- 2016 -2024 Executive Director - Head of Distribution and Operations and Chief Investment Specialist @
- 2011 -2016 Associate Director | Head of Distribution and Operations @
- 2005 -2010 Business Development Manager @
- 2018 -2020 Adviser Forum Member @
- 2014 -2019 Licensed Credit Adviser @
- 2014 -2019 Brand Ambassador @
- 2011 -2016 Chairman - Young Professionals Alliance @
- 2004 -2005 Trainee Equities Analyst @
Jonathan Wu Education
- Stanford University
Global Executive MBA - Managing Growth
2015-2015 - The London School of Economics and Political Science (LSE)
Global Executive MBA (Turning around Mature Businesses)
2015-2015 - University of Sydney
Global Executive MBA (Management)
2014-2015 - Indian Institute of Management, Bangalore
Global Executive MBA (Creating and Developing New Opportunities)
2014-2014 - AAMC Training Group
Certificate IV Finance and Mortgage Broking (Finance)
2013-2013 - CPA Australia
FCPA (FPS) (SMSF Specialist)
2007-2010 - Kaplan
Diploma of Financial Services (Financial Planning)
2005-2008 - University of Sydney
B.Com (Accounting & Commercial Law)
2004-2006 - Sydney Tech 2012
- Association of Financial Advisers
FChFP (Financial Planning)
2012
Jonathan Wu Summary
- Jonathan Wu, based in Sydney, NSW, AU, is currently a Executive Director - Senior Financial Adviser and Chief Operating Officer at SWU Group. Jonathan Wu brings experience from previous roles at SWU Group. Jonathan Wu holds a 2015 - 2015 Global Executive MBA - Managing Growth @ Stanford University. Jonathan Wu has 2 emails and 1 mobile phone numbers on RocketReach.
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