Jonathon Kirk
Financial Adviser
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About
Jonathon Kirk is an ASIC-registered financial adviser based in Traralgon, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from Monash University (1992), a Diploma of Financial Planning from FPA/Deakin (2003), and CFP certification from FPA/Deakin (2006), Jonathon brings a wealth of knowledge and experience to his practice. As a Certified Financial Planner and a member of the Financial Advice Association of Australia (FAAA), Jonathon is committed to upholding the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. Jonathon can assist you with: • Retirement planning, ensuring you have a comfortable and secure future. • Superannuation advice, helping you to grow and manage your superannuation effectively. • Wealth management strategies, tailored to your individual circumstances and goals. • Insurance solutions, providing you with peace of mind and financial protection. • Investment advice, guiding you through the complexities of the market. Whether you are planning for retirement, seeking to grow your wealth, or needing insurance to protect your family, Jonathon can provide expert guidance and support. Contact Jonathon today to schedule a consultation and take the first step towards a brighter financial future.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Jonathon Kirk offer in Traralgon?
Jonathon Kirk provides a range of services including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He tailors his advice to meet the specific needs of each client.
What are Jonathon Kirk's qualifications and professional memberships?
Jonathon holds a Bachelor of Business from Monash University, a Diploma of Financial Planning from FPA/Deakin, and is a Certified Financial Planner (CFP). He is also a member of the Financial Advice Association of Australia (FAAA).
How can Jonathon Kirk help me plan for retirement?
Jonathon can help you develop a comprehensive retirement plan that takes into account your current financial situation, your retirement goals, and your risk tolerance. He can also provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What should I expect during my first meeting with Jonathon Kirk?
During your first meeting, Jonathon will take the time to understand your financial situation, goals, and concerns. He will then explain his approach to financial planning and answer any questions you may have. This initial consultation is designed to help you determine if his services are a good fit for your needs.
Does Jonathon Kirk provide advice on insurance?
Yes, Jonathon is authorized to provide advice on insurance products, including investment life insurance and life risk insurance. He can help you assess your insurance needs and recommend appropriate coverage to protect you and your family.
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