Jon Winfield

Q: What is Jon Winfield Cfp(r) email address?

Email Jon Winfield Cfp(r) at jonwinfield1982@gmail.com, elephant_man1@hotmail.com and jcfp@ledgersmith.com.au. This email is the most updated Jon Winfield Cfp(r)'s email found in 2026.

Q: How to contact Jon Winfield Cfp(r)?

To contact Jon Winfield Cfp(r) send an email to jonwinfield1982@gmail.com, elephant_man1@hotmail.com or jcfp@ledgersmith.com.au. If you want to call Jon Winfield Cfp(r) try calling on 0402206223. (updated on July 2026)

Wealth - Head of Advice at Ledgersmith | Greater Sydney Area, Australia

Profile last verified July 2026

Financial Services Verified Profile Greater Sydney Area, Australia University of Technology Sydney

Jon Winfield’s Email & Phone Number

Verified

Work Email

***@ledgersmith.com.au

Last verified August 2026

Personal Email

***@hotmail.com

Personal • High Confidence

Phone Number

040*****

Australia • Mobile

Free account · No credit card · 5 profiles/month

Jon Winfield Work Experience

Wealth - Head of Advice at Ledgersmith in May 2025 - Present

Senior Financial Adviser / Financial Advice Practice Head at Ledgersmith in November 2024 - May 2025

Senior Financial Adviser / Financial Advice Practice Head at FinCare Accounting Pty Ltd in January 2024 - November 2024

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Private Client Adviser at Equity Trustees in April 2020 - January 2024

Private Client Adviser at ipac - Company in February 2015 - March 2020

Financial Planner at Commonwealth Bank in April 2013 - January 2015

Army Officer at Australian Army in December 2001 - June 2013

Paraplanner at AMP in October 2011 - April 2013

Paraplanner; Client Service Manager at Avenue Capital Management in February 2009 - October 2011

Financial Planning Business Support Officer at Australian Wealth Management in March 2008 - February 2009

Consultant at Strategic Consulting And Training in January 2007 - March 2008

Jon Winfield Education

University of Technology Sydney, Master of Business Administration - MBA, August 2026

Kaplan Professional, FASEA Bridging Course: Ethics for Professional Advisers, August 2026

FASEA, August 2026

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Financial Planning Association of Australia, August 2026

International Centre for Financial Services, ASIC RG146 Compliance, August 2026

Kaplan Professional, August 2026

Royal Military College - Duntroon, Officer's Commission, August 2026

University of Sydney, Bachelor of Arts, August 2026

Sydney Grammar School, August 1988 to August 2026

Jon Winfield Skills

Mentoring Business Process Improvement Customer Service Project Management Agile Methodologies Analytical Skills Strategic Thinking Leadership Superannuation Strategic Financial Planning Retirement Planning Investment Strategies Portfolio Management Income Protection Pensions Xplan Statements of Advice Records of Advice High Net Worth Clients Client Administration Self Managed Superannuation COIN Software Managed Funds Direct Share Portfolios Australian Equities Personal Risk Investment Portfolios Financial Planning Modeling Fixed Interest Paraplanning Wealth Accumulation Savings Exchange Traded Funds (ETFs) Wealth Management Investments Wealth Risk Management Finance Financial Planning Financial Services Retirement Financial Advisory Relationship Management Investment Advisory Insurance Investment Management Asset Management Management Estate Planning Strategy Asset Allocation Discretionary Trusts Personal injury clients

Jon Winfield’s Colleagues

Bobi Petkovski

Greater Sydney Area

Tax Accountant & Financial Controller for SME's and Industrialists

Client Manager at Ledgersmith
(Nov 2024 – Present)

Tenielle Milani

Bungonia, New South Wales, Australia

Human Resources Professional | Driving Employee Engagement & Organisational Growth

Human Resources Manager at Ledgersmith
(Mar 2025 – Present)

Craig Barnes

Greater Melbourne Area

Senior Private Client Advisor

Senior Financial Advisor at Ledgersmith
(Jan 2025 – Present)

Sujaata Shakya

Australia

Client Manager at Ledgersmith Pty Ltd

Client Manager at Ledgersmith
(Nov 2024 – Present)

Michael Harmer

Greater Sydney Area

Director, Ledgersmith

Director at Ledgersmith
(Oct 2024 – Present)

Katrina Oswald

Greater Sydney Area

Client Manager at Ledgersmith

Client Manager at Ledgersmith
(Nov 2024 – Present)

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Frequently asked questions about Jon Winfield

What is Jon Winfield Cfp(r) email address?

Email Jon Winfield Cfp(r) at [email protected], [email protected] and [email protected]. This email is the most updated Jon Winfield Cfp(r)'s email found in 2026.

What is Jon Winfield Cfp(r) phone number?

Jon Winfield Cfp(r) phone number is 0402206223.

How to contact Jon Winfield Cfp(r)?

To contact Jon Winfield Cfp(r) send an email to [email protected], [email protected] or [email protected]. If you want to call Jon Winfield Cfp(r) try calling on 0402206223. (updated on July 2026)

What industry does Jon Winfield work in?

Jon Winfield works in the Financial Services industry.