Jonathon M. Email
Customer Relationship Officer @ Bendigo Bank
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Jonathon M. Work
- 2022 -now Financial Advisor @
- 2018 -2022 Financial Advisor @
- 2017 -2018 Associate Financial Planner @
- 2016 -2017 Advisor Assistant and Client Services @
- 2012 -2015 Personal Banker @
- 2010 -2012 Customer Relationship Officer @
- now Customer Relationship Officer @
Jonathon M. Education
- Kaplan Professional
Self Managed Superannuation Funds (FPE016)
2022 - FASEA
Ethics & Professionalism in Financial Advice (Bridging Course)
2022-2020 - FASEA
FASEA Financial Planner Exam
2022-2020 - Kaplan Professional
Financial Planning Level 2 (Advanced Diploma)
2016 - University of South Australia
Bachelor of Applied Finance & Business (Financial Planning)
2014 - Kaplan Professional
Financial Planning Level 1 (Diploma)
2014 - University of South Australia
Bachelor of Arts (Communication, Media & Management) (Bachelor of Applied Finance (Financial Planning))
2008 - Blackfriars Priory School
High School
1999-2006 - FPA
CFP - Certified Financial Planner
2022
Jonathon M. Summary
- Jonathon M., is currently a Customer Relationship Officer at Bendigo and Adelaide Bank. Jonathon M. brings experience from previous roles at PictureWealth, Plansure, Findex and National Australia Bank. Jonathon M. holds a Self Managed Superannuation Funds (FPE016) @ Kaplan Professional. Jonathon M. has 3 emails on RocketReach.
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