Jonathan 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). In Jon 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

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"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."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Jonathan Wilkes profile photo

Jonathan Wilkes responded on October 2019

"Thank you for your kind words Steve."

Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Diploma of Finance and Mortgage Broking

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
AFP
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