Jon Morrow

I have always loved the world of finance. 

I am a very detailed person, and what I can promise clients is that you will be coached to stay on track – despite how busy you may be.

Jon Morrow

I have always loved the world of finance. I am a very detailed person, and what I can promise clients is that you will be coached to stay on track - despite how busy you may be.

Adviser Ratings Platinum

About Jon

I love my job and the clients/staff I get to interact with every day. I wouldn’t change my day-to-day for the world.

Being a financial planner and having clients put their complete trust in you can be a very demanding job at times. However, that is also why it can be so rewarding!  

Helping clients work their way through their various stages of life and achieve their long term goals is why I love my job. 

Seeing clients retire comfortably is a great outcome, and very satisfying to know that our planning and guidance has helped those clients live their dream.  It makes coming to work every day very easy.

I am a very detailed person, and what I can promise clients is that myself and the whole team here:

  • Work as a financial mentor for our clients, and help them to stay on track
  • Work with our clients towards achieving their individual goals
  • Provide trusted investment advice
  • Provide strategies to minimise tax
  • Streamline and strategically focus on growing our client’s super
  • Care and protect with insurances

 

A little more about Jon

After finishing school I headed to University to study Business but was not sure exactly where I would end up at that time.

Upon graduating from university I wanted to head to one of the financial capitals of the world and experience life and travel.  Like many young Australians, I headed to London.  I spent two years there and was fortunate to work for a global company (Deutsche Asset Management) in their performance team.

I loved the excitement and buzz around the city, and it was a great place to work.

Having been born and raised in Brisbane the weather and lifestyle were too much of a drawcard and so I returned home in 2002. 

I knew when I returned that I would love to work in finance but wanted to also live a balanced life, and Brisbane offers so much in that way.

Upon returning to Brisbane I joined a financial planning firm in Brisbane City as a Paraplanner and quickly commenced more study to become an authorised representative (Financial Planner). 

I instantly loved working in a financial planning business as the relationships you were building with clients were much more personal. Despite commencing during a period of considerable market volatility I quickly learned how much trust clients place in their adviser and how much guidance we can provide to them to navigate through the good and bad times, and to help them stay on track.

It is extremely satisfying that many of our long term clients have referred their children to us and we now also call them clients. 

I joined P3 Financial Planning in 2009 and have loved the long term relationships that we have built with our clients over so many years.

Outside of work these days I love spending time with my family and friends. In particular, I love watching my two sons play sport.

Watching sport, in general, is also a passion – rugby, league and cricket are my favourite sports, but I will watch anything competitive!

Getting the right work-life balance is something that is very important to me, and I love spending time with family and friends at a nice beachside campsite or fishing location when I have some time off.

Latest Updates by Jon

Jon’s Snapshot

Where he grew up: Brisbane playing lots of sport (Rugby, Cricket, Rowing). 

Hobbies: I always loved the outdoors and fishing, boating and camping have always been high on my agenda!

Coaching kids: I have actively been involved in coaching kids Rugby Union for over 6 years, and have also served on the Voluntary Committee of their club – UQ Junior Bullsharks Rugby Union.  It is great fun to watch the boys improve and have fun each week.

Education

  • Bachelor of Business, Queensland University of Technology, Australia, 2000
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Accreditation
  • ASX Listed Products Accreditation
  • Diploma of Financial Services (Finance/Mortgage Broking)

Latest Updates by Jon

We've helped hundreds of Australians achieve financial success.

Robert Trewin; Aged 74
"Have been a P3 Financial Planning client for over ten years and would recommend their service's to any one looking to set up a well managed fund for retirement. The staff listen to your requirements and provided you with options to achieve your set short and long term goals."
Raymond and Marie Kinne
“We've been clients of Jim Penner for 20 plus years, and have been incredibly looked after over that entire time. We know we can get Jim and his team whenever we need them. With our retirement plans, the outcomes we have had have always exceeded our expectations. There has been many occasions where we've travelled with other friends and they've been constantly stressed about money the entire trip. Our experience has been the exact opposite. We have enjoyed the peace of mind that P3 has given us.”
Michael and Rebecca Hall; Aged 40, and 38
"Jon, once again thank you so much for your assistance, my wife and I feel incredibly relieved and so much better knowing we are on track for a reasonable retirement and taking care of our girls, well done!"
Denise; Aged 79
"Have been with Jim Penner from 2003 when he first started the business. We have been very happy and the company has proven to be very professional and personalised."
Matthew Harm
"Bella was fantastic. Information requested was quick and painless."
Shannon; Aged 35-45
“Blaine has given me advice in areas including Loan Products, Self Managed Super Funds, and Managing Debt. Blaine was always able to explain things to me in a clear way. Through Blaine’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Blaine’s full care and attention when I needed it.”
Deborah; Aged 56-65
“Maria has given me advice and assistance with my Superannuation, complex Pension issues, Share advice and also Aged Care advice for a Cousin in my care. Maria has always been able to answer my questions in terms I can understand and to seek to clarify any other matters which may arise. She has always provided caring attention to my specific situation and I would not hesitate to recommend her to family and friends, totally confident in her abilities and caring nature.”
Terence; Aged 65+
“Maria has given me advice regarding the appropriateness of my investments. I rely on her advice to ensure that I will get the optimum pension from my pension fund. She also ensures that I have enough liquidity in my fund to pay expenses and my monthly pension. I appreciate that she has arranged my investments so I am safe as possible for my age.”
Nicole
“The team at P3FP are highly professional, personable and skilled. The advice they offer is both practical and valuable for clients across all age groups and income levels. P3FP is a locally owned and operated business who puts their clients first.”
Andy Fechner
“Jim has always had our best interests foremost, has listened to our concerns and formed a personal relationship with us. Great to have seen the development of P3Financial Planning from the very start. Very dependable, fulfils his promises.”
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