A Little Bit About Us
Tyson Jonas - Founder
Tyson is the Chief Investment Officer and Managing Director of Jonas Wealth Management. He is committed to helping you plan for your future financial security, with multiple Independent Financial Adviser of the year award nominations.
In 2017, Tyson founded Jonas Wealth Management with two goals; to offer conflict free advice, and to take the complexity out of financial advice. The foundation of all advice from Jonas Wealth Management is that you should understand the fundamental rationale behind your investment decisions.
Tyson is known for his high conviction opinions and has been featured by respected financial media outlets including Ausbiz TV, Professional Planner, and Financial Standard.
Known for his innovative approach towards embracing technology to enhance client experiences, and enabling you to develop lasting connections with your finances.
Specializing in assessing each of his client’s unique circumstances and creating a strategic investment plan that will work best for their best interests over the long term.
Tyson’s role is to ensure you receive the guidance necessary to make investment decisions for your future financial freedom. One of the core beliefs at Jonas Wealth Management is that financial planning should be exactly what the name implies, a road map to your financial future.
Tyson utilises a traditional value investing framework, with a modern growth overlay to design equity portfolios for his clients, which has led to his participation in institutional investment committees.