Jonathon Bevan

Financial Adviser, Team Manager

Jonathon Bevan – Financial Adviser, Team Manager

Having worked in the financial services industry since 2009 in a number of roles encompassing client and technical services, compliance consulting and the provision of personal advice to private clients, Jonathon joined the Advice First team in late 2019.

He enjoys building strong, long-lasting relationships with his clients through open and honest conversations. This, and the process of identifying a client’s goals and then developing a tailored strategy to keep them on track to achieving these goals, is extremely rewarding and why he loves what he does.

Outside of the office, he enjoys living an active lifestyle by making the most of the Gold Coast’s stunning climate and exploring the Gold Coast food scene with his young family. 

Qualifications 

  • Master of Financial Planning (MFinPlan)
  • Most Trusted Adviser 2023