ABOUT OUR SERVICES

WHAT WE CAN DO FOR YOU

"Find why so many Australians are securing their future with
Clear Financial Planning"

YOUR TEAM

HERE TO GIVE YOU ONLY THE BEST

Steve Jones

Steve Jones is a qualified Financial Planner whose purpose is to help everyday Australians achieve financial success.  He has spent the last decade educating and assisting individuals, families and business owners on strategies that create financial abundance over time and how they can minimize their risks along the way.

His passion for this industry is driven by his past experiences with families in financial hardship and also the work he has done with homeless and marginalized youth. He maintains that if you teach individuals sound foundational financial planning principles and provide them with solid support then financial freedom is available for everyone. Financial planning is not only for the financially abundant, it could ultimately diminish a culture of multi – generational family poverty for others.

Janet Jones

Janet Jones is a qualified Financial Adviser who brings to Clear Financial Planning 10 years of financial services experience in both client support and investment research.  Previously she had been involved in Business Support and Paraplanning for a large boutique financial services organisation.

In 2011, Janet took up the role of Operations Manager with the main areas of responsibility being Business Management, Client Liaison, Investment/Strategy Research, and Compliance. She is a member of the Association of Financial Advisers (AFA) and her qualifications include Graduate Certificate in Applied Finance, Diploma of Financial Services and Commissioner for Declarations.

Steve and Janet Jones - Cube Plan and Protect