Jonathon Bevan Email & Phone Number
Financial Adviser and Team Manager @ Invest Blue
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Jonathon Bevan Location
- Varsity Lakes, QLD, AU
Jonathon Bevan Work
- 2019 -now Financial Adviser and Team Manager @
- 2018 -2019 Private Client Adviser @
- 2017 -2018 Associate Advisor @
- 2016 -2017 Paraplanner @
- 2014 -2016 Team Leader @ AdviceWrite Pty Ltd - Gold Coast
- 2012 -2016 Paraplanner @ AdviceWrite Pty Ltd - Gold Coast
- 2012 -2012 Paraplanner and Client Services Manager @
- 2010 -2012 Client Services Manager @
- 2009 -2010 Client Services Manager @
Jonathon Bevan Education
- Kaplan Professional
Master of Financial Planning (Financial Planning and Services)
2022 - Kaplan Professional
Graduate Diploma of Financial Planning (Financial Planning and Services)
2021 - Kaplan Professional
Advanced Diploma of Financial Planning (Financial Planning and Services)
2017 - Kaplan Professional
Self Managed Superannuation Funds (SMSF) (Financial Planning and Services)
2017 - Kaplan Professional
Tier 1 Margin Lending - Personal Advice (Financial Planning and Services)
2016 - Kaplan Professional
Diploma of Financial Services (Financial Planning) (Financial Planning and Services)
2012 - Waikerie High School
SACE
2001-2005
Jonathon Bevan Skills
- Estate Planning
- Portfolio Management
- Financial Advisory
- Management
- Investment Strategies
- Superannuation
- Investments
- Risk Management
- Asset Management
- Investment Advisory
- Financial Services
- Wealth
- Retirement Planning
- Wealth Management
- Financial Planning
Jonathon Bevan Summary
- Jonathon Bevan, based in Varsity Lakes, QLD, AU, is currently a Financial Adviser and Team Manager at Invest Blue. Jonathon Bevan brings experience from previous roles at AMP and AdviceWrite Pty Ltd - Gold Coast. Jonathon Bevan holds a Master of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Estate Planning, Portfolio Management, Financial Advisory, Management, Investment Strategies and more. Jonathon Bevan has 2 emails and 1 mobile phone numbers on RocketReach.
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