Jon Pegler

Senior Financial Adviser

  • Phone
  • (08) 8724 0399

    • Staff Member Contact

Services

Wealth Creation, Retirement Planning, Self-Managed Superannuation Funds, Risk Management Insurance, Asset Protection, Retrenchment, WorkCover & Centrelink Advice

Qualifications

Diploma in Financial Planning

Certifications

Certified Financial Planner (CFP)

Jon Pegler is a Senior Financial Planner within the Sinclair Wilson Investment Services team.  Based in the Mount Gambier office, Jon provides his clients with advice on a broad range of investment options including Retirement Planning, Self-Managed Superannuation Funds, Insurance, Risk Management, Estate Planning and advice on Centrelink options.  He also specialises in all aspects of retirement strategies.  Jon is a Certified Financial Planner through the Financial Planning Association of Australia and holds a Diploma in Financial Planning.  Jon started with Sinclair Wilson Investment Services in 2000.

Hamilton

  • Friday
  • 8:30am - 5:00pm
  • Attends every 2nd Friday

Mount Gambier

  • Monday
  • 8:30am - 5:00pm
  • Tuesday
  • 8:30am - 5:00pm
  • Thursday
  • 8:30am - 5:00pm
  • Friday
  • 8:30am - 5:00pm
  • Attends every 2nd Friday

Warrnambool

  • Wednesday
  • 9:00am - 5:30pm