Jon joined WB Financial in 2006. Starting out as a trainee Financial Planner before progressing to the position of Senior Financial Planner. Jon obtained a Bachelor of Business (Marketing) from the University of Western Sydney (UWS) in 2004 and has completed the Advanced Diploma of Financial Services. Jon has also completed specialisations in Self-Managed Superannuation (SMSF). Jon has since established his own business, Cornerstone Financial Solutions, and in 2020 completed the Certified Financial Planning (CFP) designation, which is the highest qualification that a financial planner can obtain.
Jonathon has helped me reorganise assets and investment processes to take full advantage of my income. I always felt like a valued client and trusted his advice. He also undertook the connector role with banks and other investment portfolios to make my life easy. I would highly recommend Jonathon as a financial adviser.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2007
- Years of experience 16
- Bachelor of Business
Cornerstone Financial Solutions Pty Ltd9 Waterloo Road
North Epping, NSW 2121
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Madison Financial Group Pty Ltd