Jonathan Wilkes

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Company Cornerstone Financial Solutions
Title Senior Financial Advisor
Profession Financial Planner
Address 9 Waterloo Rd NORTH EPPING NSW 2121
Email [email protected]
Phone 0491 026 713

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.