Jonathan Kermode

Jonathan joined Future Assist in March 2024 as the Specialist Retirement Planning Senior Adviser, providing specialist Advice to Clients in their pre- and post-Retirement Planning, including Asset Allocation and Investment Portfolio Construction in both Superannuation and Non Superannuation Environments. He also provides Retirement Superannuation Pension advice including Transition to Retirement Pension strategies. Prior to starting with Future Assist, Jonathan was the Managing Director of his own Private Wealth Practice and has also worked in one of Australia’s largest Private Banks dealing with HNW and UHNW Clients.

In Jonathan’s personal time he loves playing Golf and enjoys fishing and the outdoors. He also loves travel and spending time with his partner Alison.

Jonathan holds the following professional qualifications

• Degree in Mechanical Engineering (QUT)
• Diploma in Financial Planning (Deakin University)
• Specialist Direct Equity Accreditation (Kaplan)
• Specialist Self-Managed Super Accreditation (Kaplan)