Jonathan Kermode

Wealth Solutions Partner

Jonathan Kermode is a wealth solutions partner with over 25 years of experience in the financial advice industry. Known as a dynamic financial services professional, they specialize in Superannuation and Retirement strategy, employing personalized and compassionate methods to ensure client satisfaction. Jonathan has held various senior roles, including senior financial adviser positions at National Australia Group, Halpin Financial Services, and Dynamic Private Wealth, managing extensive client portfolios and providing comprehensive financial planning advice. Currently, they are with Findex, continuing to advocate for financial security and wellbeing for clients. Additionally, Jonathan holds a Bachelor's degree in Mechanical Engineering from Queensland University of Technology and a Diploma in Financial Planning from Deakin University.

Location

Fulham Gardens, Australia

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