David Jenkins

David Jenkins

Authorised Representative
Bluewater Financial Advisors Pty Ltd

DOWNLOAD FSG

Experience

16 years experience in Financial Planning

Education

Advanced Diploma of Financial Services (Financial Planning)
Fellow Chartered Financial Practitioner (FChFP)

Strategies and advice available

• Guidance on budgeting and goal setting
• Savings and wealth creation
• Investment planning
• Superannuation
• Self Managed Superannuation funds
• Pre-retirement planning including non-commutable pensions
• Retirement planning
• Estate planning
• Centrelink planning
• Risk and personal insurance
• Business and key person insurance
• Business succession planning
• Salary packaging advice