My wife and I have been clients of Jonathan Kermode since 2002 when he offered strategies to set up a retirement plan and income support.
Over this period of fourteen years we have never had any worries about our finances, in fact there have been several commutations for family reasons that have not affected the outcome! We believe that this is due to Jonathan being with us along the entire journey providing regular ongoing advice and support.
So If you and your family are looking for a financial advisor to assist you in placing your retirement funds to deliver a steady income over the long term as we have, then we recommend Jonathan Kermode and Dynamic Private Wealth Pty Ltd.
John and Joy Diamond | Brisbane
E firstname.lastname@example.orgBrisbane Office Level 3, 349 Coronation Dr Milton QLD 4064 PO Box 1843 Milton QLD 4064 P 07 3842 3159 F 07 3371 7300 Adelaide Office 283-287 Sir Donald Bradman Dr, Brooklyn Park SA 5032 P 08 8238 3479 F 08 8238 3400
Disclosure Statement: Dynamic Private Wealth Pty Ltd (ABN 40 606 944 307) is a Corporate Authorised Representative (CAR), of Sentry Financial Services Pty Ltd (ABN 30 113 531 034) AFSL number 286786.
GENERAL ADVICE WARNING The information in this communication is provided for information purposes and is of a general nature only. It is not intended to be and does not constitute financial advice or any other advice. Further, the information is not based on your personal objectives, financial situation or needs. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner.
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