Jonathan Wilkes

Jonathan Wilkes

SSA
Company
Cornerstone Financial Solutions
Title
Senior Financial Advisor
Profession
Financial Planner
Address
9 Waterloo Rd, North Epping NSW 2121, Australia
Phone
0491 026 713
Qualifications
BUS (Bachelor)
FSFP (Advanced Diploma)
SSA (Designation) - SMSF Association, 2014
Marketing (Bachelor), 2004
Advisor

Summary

As an SMSF Specialist Advisor I assist clients in the following areas when it comes to Self Managed Superannuation: • Establishment of the Fund • Formulation of investment strategies • Management of compliance related matters • Advise trustees on strategic options for their Fund • Provide ongoing investment advice • Ongoing education to Trustees about their roles & responsibilities I am also a qualified Finance Broker and are in the process of completing the Certified Financial Planner (CFP) designation.

Get in touch with Jonathan Wilkes