Director – Investment Management
Email Address: firstname.lastname@example.org
Mobile: +61 438 198 110
Jonathon is a member of the Institute of Chartered Accountants with a strong background in Real Estate Funds Management having worked as a Fund Manager and Financial Controller for Cromwell Limited and the Trinity Property Trust — two leading Core Plus Australian Property Funds/Institutions.
Jonathon’s skill set is wide and captures most areas of property funds management including treasury functions, capital management, acquisitions, due diligence, financial modelling and analysis and risk management.
As the Director responsible for Investment Management, Jonathon manages all investment analysis, licensing and governance matters, funding, investment reporting and operations.
Qualifications and Memberships
- Australian Financial Services License
- Member of Institute of Chartered Accountants (CA)
- Fellow of Australian Institute of Company Directors (FAICD)
Expertise and Specialisation
- Responsible Office – AFSL
- Chartered Accountant
Level 7, 300 Queen Street, Brisbane, Queensland, 4000
Marquette Investment Managers Pty Ltd (AFSL 398526) was established in 2009 and is a Brisbane based real estate investment and funds management firm specialising in commercial office and retail property in South-East Queensland.
The Marquette team manages a mix of investment properties across multiple sectors with a strong focus on passive yield and value add strategies within the Portfolio. At present, Marquette have seven assets and approximately $1.24 billion in Funds Under Management.