Jonathan Wilkes
| Company | Cornerstone Financial Solutions |
|---|---|
| Title | Senior Financial Advisor |
| Profession | Financial Planner |
| Address | 9 Waterloo Rd NORTH EPPING NSW 2121 |
| [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.