Jonathan Scholes
Head of Advice Teams - Wealth & Accounting at Findex | Greater Melbourne Area, Australia
Jonathan Scholes’s Email & Phone Number
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Jonathan Scholes serves as the Head of Advice Teams for Wealth & Accounting at Findex, leading advisory operations across the Greater Melbourne Area in the financial services industry. He specializes in guiding clients through wealth management and accounting strategies designed to exceed both client and adviser expectations. A Mount Eliza Business School graduate, he coordinates comprehensive financial planning within an established family office framework that supports a large-scale advisory network.
BEST APPROACH TO REACH Jonathan Scholes
Reach out to him directly via personal email or phone with a concise proposal outlining how your solutions align with Findex’s wealth management and accounting advisory expansion.
Head of Advice Teams - Wealth & Accounting at Findex in November 2023 - Present
Head of Client - AUS & NZ at Findex in October 2022 - February 2024
Managing Partner and Regional Financial Planning Leader (Client & Growth) at Findex in December 2017 - December 2022
Member of Professional Advisers Committee at Australian Communities Foundation in October 2014 - June 2019
Senior Financial Advisor at Wealth Market in February 2017 - December 2017
Financial Adviser at Affinity Private in March 2016 - January 2017
Private Client Adviser at Shadforth Financial Group Ltd in October 2001 - February 2016
Fund Administrator at Aviva Life Insurance Company in January 2000 - December 2001
Mt Eliza Business School, Maximising your leadership potential program, November 2026
Financial Planning Association of Australia, Certfied Financial Planner, November 2026
Financial Planning Association of Australia, Advanced Diploma of Financial Planning, November 2026
We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.
Discover more about Findex
Managing Partner - Consulting
Managing Partner - Consulting at Findex
(June 2022 – Present)
Senior Partner at Findex
Senior Partner - Business Advisory at Crowe Horwath Australia
(October 1998 – Present)
Partner Wealth Management at Findex Australia
Partner at Findex
(July 2025 – Present)
Partner | Senior Adviser at Findex
Partner | Senior Adviser at Findex
(February 2019 – Present)
I help people to achieve their business and personal goals. Senior Partner at Findex. Stakeholder Lead for the Brisbane and Nambour offices
Member - Audit and Risk Committee, University of Southern Queensland at University of Southern Queensland
(April 2017 – Present)
Transformation Business Partner at Findex
Transformation Business Partner at Findex
(February 2025 – Present)
What is Jonathan Scholes (r) email address?
Email Jonathan Scholes (r) at [email protected] and [email protected]. This email is the most updated Jonathan Scholes (r)'s email found in 2026.
What is Jonathan Scholes (r) phone number?
Jonathan Scholes (r) phone number is 0438999756.
How to contact Jonathan Scholes (r)?
To contact Jonathan Scholes (r) send an email to [email protected] or [email protected]. If you want to call Jonathan Scholes (r) try calling on 0438999756. (updated on December 07, 2025)
What company does Jonathan Scholes work for?
Jonathan Scholes works for Findex.
What is Jonathan Scholes's role at Findex?
Jonathan Scholes is Head of Advice Teams - Wealth & Accounting
What industry does Jonathan Scholes work in?
Jonathan Scholes works in the Financial Services industry.
