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