Jonathon Piefke
Financial Adviser
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About
Jonathon Piefke is an ASIC-registered financial adviser dedicated to helping clients in Sale, VIC, and beyond achieve their financial goals. With a strong foundation built upon an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) both obtained from Tribeca in 2004, Jonathon has continued to enhance his expertise through specialised courses such as Margin Lending and Geared Investments and Self Managed Superannuation Funds from Kaplan Professional Education. As a member of the Financial Advice Association of Australia (FAAA), Jonathon adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He also specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Jonathon offers a tailored approach to financial planning, ensuring that each client receives personalised advice that aligns with their unique circumstances and aspirations. His commitment to ongoing education and industry best practices ensures that his clients benefit from the most up-to-date and effective strategies. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Jonathon Piefke today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Jonathon Piefke offer?
Jonathon Piefke provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He tailors his advice to suit your individual needs and goals.
What qualifications does Jonathon Piefke have?
Jonathon holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Tribeca. He has also completed specialised courses in Margin Lending and Geared Investments and Self Managed Superannuation Funds from Kaplan Professional Education and an Advanced Self Managed Superannuation Funds Program. He is also a member of the Financial Advice Association of Australia (FAAA).
How does the financial planning process work with Jonathon Piefke?
The financial planning process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Jonathon will then develop a personalised financial plan tailored to your specific needs. He will regularly review and adjust the plan as needed to ensure it remains aligned with your evolving circumstances.
What can I expect from working with Jonathon Piefke?
You can expect professional, personalised advice that is tailored to your specific needs. Jonathon is committed to building long-term relationships with his clients and providing ongoing support to help them achieve their financial goals. He is dedicated to transparency and ethical conduct.
How can Jonathon Piefke help me with my superannuation?
Jonathon can provide expert advice on all aspects of superannuation, including choosing the right fund, optimising your contributions, and planning for retirement income. He can also advise on self-managed superannuation funds (SMSFs) if appropriate.
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