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.
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 believer of forward planning that delivers future financial security. In working with a wide range of private clients, he prefers to focus on financial life stages (such as first home owner, wealth builder and super planning) 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, The Australian Financial Review and Money Magazine.
Areas of expertise
- Wealth Management
- Investment Advice
- Inter-generational Wealth Advice
- Superannuation & Retirement Planning
- Personal tax planning
- Self-Managed Super Funds (SMSFs)
- Estate planning
Qualifications & memberships
- Bachelor of Commerce
- Certified Financial Planner
- Member, Financial Planning Association of Australia (CFP)
- Member, Chartered Accountants Australia and New Zealand