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
My fees
I offer a free initial consultation for potential new clients.
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At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Cornerstone Financial Solutions Pty Ltd
9 Waterloo RoadNorth Epping, NSW 2121
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Madison Financial Group Pty Ltd
AFSL 246679