Jonathan Wilkes
Financial Adviser
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About
Jonathan Wilkes is an ASIC-registered financial adviser dedicated to helping individuals and families in North Epping, NSW, and across Australia achieve their financial goals. With a Bachelor of Business from the University of Western Sydney (2005) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2010), Jonathan possesses a strong foundation in financial principles. He further enhanced his expertise with certifications in Margin Lending and Geared Investments (2010), SMSF Specialisation (2014), and a Diploma of Finance and Mortgage Broking Management (2016). As a member of the Financial Advice Association of Australia (FAAA) and an SMSF Specialist Advisor (SSA) with the SMSF Association, Jonathan adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Jonathan offers tailored advice in areas such as: • Superannuation Advice • Retirement Planning • Investment Strategies • Insurance Solutions Ready to take control of your financial future? Contact Jonathan Wilkes today to schedule a consultation and discuss your unique needs.
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Frequently Asked Questions
What types of financial advice does Jonathan Wilkes offer?
Jonathan Wilkes provides advice on superannuation, retirement planning, investments, and insurance. He helps clients create personalized financial strategies to achieve their goals.
What are Jonathan Wilkes' qualifications and experience?
Jonathan holds a Bachelor of Business, an Advanced Diploma of Financial Services (Financial Planning), and several specialist certifications including SMSF Specialisation. He is also a member of the FAAA and SMSF Association, demonstrating his commitment to professional standards.
How does Jonathan Wilkes approach financial planning?
Jonathan focuses on understanding each client's unique circumstances, goals, and risk tolerance. He then develops a tailored financial plan to help them achieve their objectives, providing ongoing support and advice along the way.
What can I expect during my first meeting with Jonathan Wilkes?
During your initial consultation, Jonathan will discuss your financial situation, goals, and concerns. He'll explain his services and how he can help you, and answer any questions you may have. This meeting is an opportunity to determine if Jonathan is the right financial adviser for you.
Does Jonathan Wilkes specialise in SMSF advice?
Yes, Jonathan is an SMSF Specialist Advisor (SSA) with the SMSF Association, demonstrating his expertise in Self-Managed Super Funds.
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