Jon Wilkes

Cornerstone Financial Solutions Pty Ltd

Gold
15 Yrs Experience
North Epping, NSW 2121

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Cornerstone Financial Solutions Pty Ltd

9 Waterloo Road
North Epping, NSW 2121

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679