Jonathon Ross Email & Phone Number
Principal, Private Wealth Consultant @ Evidentia Group
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Jonathon Ross Location
- Sydney, NSW, AU
Jonathon Ross Work
- 2026 -now Principal, Private Wealth Consultant @
- 2020 -2026 Head of Intermediary Sales @
- 2015 -2020 Relationship Manager, Australia and New Zealand @
- 2009 -2015 Business Development Manager @ NAB ASSET MANAGEMENT LTD
- 2004 -2011 Business Development Manager @ MLC
Jonathon Ross Education
- The Wharton School
Executive Leadership (Executive Leadership, Organizational Leadership)
2018-2018 - Kaplan Professional
Graduate Certificate of Applied Finance (Graduate Certificate of Applied Finance)
2014-2015 - Kaplan
Advanced Diploma in Financial Services (Advanced Diploma in Financial Services)
2005-2008 - UTS
Bachelor of IT (Bachelor of IT, IT and Marketing)
2000-2005 - Knox Grammar School
HSC (HSC)
1994-1999 - Haas School of Business, UC Berkeley
(Negotiations & Influencing Course)
2013
Jonathon Ross Skills
- Wealth Management
- Investment Strategies
- Superannuation
- Wealth
- Asset Managment
- Business Development
- Portfolio Management
- Investments
- Asset Management
- Equities
- Investment Advisory
- Financial Services
- Retirement Planning
- Asset Allocation
- Income Protection
- Financial Advisory
- Strategic Financial Planning
- Investment Management
- Financial Risk
- Alternative Investments
- Pensions
- Relationship Management
- Financial Markets
- Mutual Funds
- Wealth Management Services
- Retirement
- Hedge Funds
- Financial Planners
- Estate Planning
- Structured Products
- High Net Worth Individuals
- Fixed Income
- ETFs
- Securities
- Funding
- Financial Planning
- Risk Management
- Business Relationship Management
- Networking
- Financial Institutions
- Planners
Jonathon Ross Summary
- Jonathon Ross, based in Sydney, NSW, AU, is currently a Principal, Private Wealth Consultant at Evidentia Private. Jonathon Ross brings experience from previous roles at T. Rowe Price Australia, T. Rowe Price, NAB ASSET MANAGEMENT LTD and MLC. Jonathon Ross holds a 2018 - 2018 Executive Leadership in Executive Leadership, Organizational Leadership @ The Wharton School. With a robust skill set that includes Wealth Management, Investment Strategies, Superannuation, Wealth, Asset Managment and more.
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