Financial Adviser · SYDNEY, NSW

Jonathan Charles Pillemer

12 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000260010

Jonathan Charles Pillemer is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Jonathan is currently authorised under Matrix Planning Solutions Limited. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of financial Planning (DFP1) from Financial Planning Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Deposit Products

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of financial Planning (DFP1)

Financial Planning Association of Australia

2002

Certificate Course in Superannuation Legislation and Practice

Investment Training College

2002

Certificate Course on Risk Management and Insurance Planning

Investment Training College

Registration History

Matrix Planning Solutions Limited

Oct 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

A.C.N. 133 593 012 PTY LTD

Sep 2014 - Oct 2022 Ceased

Excludes SMSF

Findex Advice Services Pty Ltd

Jul 2006 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register