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Jon Winfield

Ledgersmith Wealth

Gold
13 Yrs Experience
Sutherland, NSW 2232

Ledgersmith Wealth

Suite 5A (First Floor), 49-51 Eton St
Sutherland, NSW 2232
Level 2, 696 Bourke St
Melbourne, VIC 3000
'Aura', Suite 1, 22-26 Flinders St
Wollongong, NSW 2500

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • First year providing advice 2013
  • Years of experience 13
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

Fees will be fully explained before you’re asked to make any commitment, and they will vary depending on the services you need.

Licensed by

Spark Advisors Australia

AFSL 380552