Jonathan Cattana From Habitus Asset Management - PowerPoint PPT Presentation

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Jonathan Cattana From Habitus Asset Management

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Jonathan Cattana helps his clients with cash flow, debt recycling and debt management. His focus lies on avoiding the planning error of the clients. – PowerPoint PPT presentation

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Title: Jonathan Cattana From Habitus Asset Management


1
Jonathan Cattana
From
2
About Jonathan Cattana
  • Jonathan Cattana in 1983 undertook his Bachelor
    of Commerce Degree in Canberra, due to a sporting
    scholarship he had received at the celebrated
    Australian Institute of Sport in 1983/84.
  • He then moved to Sydney, and began working in the
    financial markets, while completing a Masters of
    Finance degree at UTS in 2000.
  • He has been advising since 2004 and started his
    own business, Habitus Asset Management in 2012.
  • Jonathan has also written a book, How to pay for
    Child Private School fees
  • He also has appeared on television network
    programs such as the Today Show and Your money,
    your Call.

Contact Us 1300 242 242

http//www.habitusasset.com
3
Working Philosophy
  • Jonathan Cattana understands the issues with
    superannuation, estate planning and other
    financial matters.
  • His role as an adviser requires him to help his
    clients with cash flow, debt recycling and debt
    management.
  • Having years of experience behind him, he finds
    it easy to address the clients financial future
    and resolve their queries.
  • His focus lies on avoiding the planning errors
    that the clients are likely to make while
    looking at their investment, insurances and
    Superannuation.

Contact Us 1300 242 242

http//www.habitusasset.com
4
Why Approach Jonathan Cattana?
  • Clients come to Jonathan Cattana, for Advice-
    Financial advise.
  • Jonathan Cattana is having years of experience
    behind him, he finds it easy to address the
    clients financial future and resolve their
    queries.
  • A financial advisor at heart and by profession,
    Jonathan likes to help clients meet their goals
    and keep them focused on their financial
    objectives..
  • His focus lies on avoiding the investment errors
    that the clients are likely to make.
  • He for one knows and understands that financial
    planning is an ongoing (read one that never
    ends) process.
  • In his words, "Understanding your situation is
    central to everything we do."

Contact Us 1300 242 242

http//www.habitusasset.com
5
Contact Him
Contact Number 1300 242 242
http//www.habitusasset.com
Email at jonathan_at_habitusasset.com
Visit us Level 24, 56 Pitt Street
Sydney, NSW
2000
Contact Us 1300 242 242

http//www.habitusasset.com
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