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; Certified Financial Planner (CFP) (Designation) - Financial Adviser Association of Australia, 2020

Summary

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

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