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David Jenkins
David Jenkins
Authorised Representative
Bluewater Financial Advisors Pty Ltd
Experience
22 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