Jonathan Brunello
Financial Adviser
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About
Jonathan Brunello is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business (Banking and Finance) from the University of Southern Queensland (1996) and a Graduate Diploma of Financial Planning from Kaplan (2023), Jonathan combines a solid academic foundation with up-to-date industry knowledge to provide tailored financial advice. Jonathan is authorized to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, and government debt securities. He is passionate about empowering his clients to make informed decisions and build a secure financial future. Key services Jonathan offers include: • Superannuation advice to help you maximize your retirement savings. • Wealth management strategies to grow and protect your assets. • Investment advice on securities and government debt securities. • Personalized financial planning to achieve your long-term goals. Whether you're planning for retirement, seeking to grow your wealth, or simply need guidance on managing your finances, Jonathan is here to help. Contact Jonathan today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Jonathan Brunello offer?
Jonathan Brunello specializes in providing advice on superannuation, wealth management, securities, and government debt securities. He can assist with retirement planning, investment strategies, and overall financial goal setting.
What qualifications does Jonathan Brunello have?
Jonathan holds a Bachelor of Business (Banking and Finance) from the University of Southern Queensland and a Graduate Diploma of Financial Planning from Kaplan. This education equips him with the knowledge and skills to provide sound financial advice.
How does Jonathan Brunello develop a financial plan for clients?
Jonathan works closely with each client to understand their individual financial situation, goals, and risk tolerance. He then develops a personalized financial plan that addresses their specific needs and helps them achieve their objectives.
What can I expect during my first meeting with Jonathan Brunello?
During your initial consultation, Jonathan will discuss your current financial situation, your goals for the future, and any concerns you may have. This meeting is an opportunity for you to get to know Jonathan and determine if he is the right financial adviser for you.
Why is it important to seek advice from an ASIC-registered financial adviser like Jonathan?
Seeking advice from an ASIC-registered financial adviser ensures that you are working with a qualified professional who is bound by ethical and legal obligations to act in your best interests. Jonathan's registration with ASIC provides you with added peace of mind.
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