Jurgen Schonafinger
Financial Adviser
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About
Jurgen Schonafinger is an ASIC-registered financial adviser based in Wangaratta, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Jurgen holds a Diploma of Financial Planning from Deakin University (2001), DFP 1-8 (2001) and earned the prestigious Certified Financial Planner (CFP) designation from the FPA in 2001. Jurgen has also completed studies in Margin Lending and Geared Investments (2011) and ALPA (2014) with Kaplan. As a member of the Financial Advice Association of Australia (FAAA), Jurgen adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jurgen's approach is centred around building long-term relationships with his clients, taking the time to understand their unique circumstances and developing tailored strategies to help them achieve financial security and peace of mind. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Jurgen Schonafinger today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jurgen Schonafinger offer?
Jurgen specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you with everything from growing your superannuation to protecting your assets with the right insurance coverage.
What are Jurgen Schonafinger's qualifications?
Jurgen holds a Diploma of Financial Planning from Deakin University and is a Certified Financial Planner (CFP) with the FPA. He also holds qualifications in Margin Lending and Geared Investments and ALPA from Kaplan. He is a member of the Financial Advice Association of Australia (FAAA).
How does the financial planning process work with Jurgen Schonafinger?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Jurgen will then develop a tailored financial plan to help you achieve your objectives. He will regularly review your plan and make adjustments as needed to ensure it remains aligned with your evolving needs.
What can I expect during my first meeting with Jurgen?
During your first meeting, Jurgen will take the time to get to know you and your financial situation. He will ask about your goals, your concerns, and your current financial arrangements. This is also an opportunity for you to ask questions and learn more about how Jurgen can help you.
How can Jurgen Schonafinger help me plan for my retirement?
Jurgen can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, your savings goals, and your risk tolerance. He can provide advice on superannuation strategies, investment options, and strategies for generating income in retirement.
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