Jonathan Philpot joined HLB Mann Judd in 1995 and shortly afterwards, assisted with the establishment of HLB Mann Judd’s integrated Personal Wealth Management Division.
The Personal Wealth Management Division operates closely with Lonsdale Financial Group (Lonsdale), a leading Australian dealer group supporting a network of over 100 financial planning practices and 250 financial advisers across Australia. Today, the Division manages a substantial amount of funds under advice on behalf of a large private client base, and is one of Lonsdale’s top wealth management practices.
Jonathan is a strong proponent of forward planning that delivers future financial security. In working with a wide range of private clients, Jonathan prefers to focus on financial life stages (such as first home owner, wealth builder and imminent retirement) to create and implement strategies that can deliver clients’ individual financial goals.
A personable, driven and client-focused practitioner, Jonathan maintains a strong profile within the media and regularly provides comment and insights to financial journalists, particularly those from The Sydney Morning Herald, The Australian and The Australian Financial Review.
Expertise and SpecialisationWealth Management
Self-Managed Super Funds (SMSFs)
Wealth accumulation strategies
Personal tax planning
Qualifications and Memberships
Bachelor of Commerce
Diploma of Financial Planning
Certified Financial Planner
Member – Financial Planning Association of Australia (CFP)
Member – Institute of Chartered Accountants in Australia (CA)
Authorised Representative – Lonsdale Financial Group Limited