Financial Planner
Hsw Advisers
Apr 2013 - 2014
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Jonathan Kermode Email & Phone Number
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Location
Greater Adelaide Area, Australia, Australia
Who is Jonathan Kermode? Overview
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Jonathan Kermode previously worked as Financial Planner at Hsw Advisers and Financial Planner at Retireinvest. Jonathan Kermode holds Diploma, Financial Planning from Deakin University.
Profile bio
About Jonathan Kermode
I have been in the Financial Services Industry now for over 16 years and have been Advising clients now for over 15 years. I spent over 10 years with MLC/NAB Group advising Retail, Business and Private Clients. I left the NAB in December 2009 and joined Whittaker Macnaught where I was their Adviser of the year in 2011- 2012 financial year.I joined RetireInvest in February 2012 and managed a large portoflio of mainly retiree's and pre retired clients including SMSF clients.I left RetireInvest in April 2013 to pursue an opportunity with HSW Advisers in Adelaide Part of the Genesys Wealth Advisers Group. I now manage a large portfolio of clients mainly in the Retiree space. I also specialise in the SMSF space.
5 roles
Jonathan Kermode work experience
A career timeline built from the work history available for this profile.
Financial Planner
Retireinvest
Feb 2012 - Mar 2013
Senior Financial Advisor
Whittaker Macnaught
Feb 2010 - Jan 2012
Senior Financial Planner
May 2000 - Dec 2009
Financial Advisor
Mlc Private Client Services
May 1998 - Apr 2000
2 education records
Jonathan Kermode education
Diploma, Financial Planning
Mechanical Engineering, Mech Eng
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Where is Jonathan Kermode based?
Jonathan Kermode is based in Greater Adelaide Area, Australia, Australia.
What companies has Jonathan Kermode worked for?
Jonathan Kermode has worked for Hsw Advisers, Retireinvest, Whittaker Macnaught, National Australia Bank, and Mlc Private Client Services.
How can I contact Jonathan Kermode?
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What schools did Jonathan Kermode attend?
Jonathan Kermode holds Diploma, Financial Planning from Deakin University.
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