Kris Jenkins

Kris Jenkins

Authorised Representative
Bluewater Financial Advisors Pty Ltd

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Experience

I have studied business and finance related subjects for the past 10 years, graduating with both a Diploma in Financial Planning as well as a Bachelor degree in Commerce. I am currently coming up to 3 years working in the financial services industry, having previously worked at Westpac Banking Corporation as a Personal Banking Advisor and most recently as a Paraplanner for an outsourced Paraplanning company. My passion lies in educating people on how to best manage their overall financial situation, in order to help them achieve their goals.

Education

Bachelor of Commerce (Financial Planning)
Diploma of Financial Planning

Strategies and advice available

  • Guidance on budgeting and goal setting
  • Savings and wealth creation
  • Investment planning
  • Superannuation
  • Employer Sponsored Super
  • Pre-retirement planning 
  • Retirement planning
  • Estate planning
  • Centrelink planning
  • Risk and personal insurance
  • Salary packaging advice