- 8:30am - 5:00pm
- Attends every 2nd Friday
Wealth Creation, Retirement Planning, Self-Managed Superannuation Funds, Risk Management Insurance, Asset Protection, Retrenchment, WorkCover & Centrelink AdviceQualifications
Diploma in Financial PlanningCertifications
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.