Ken Dewar

Blenkhorn Kirkwood Financial Planning Pty Ltd

Gold
15 Yrs Experience
Mona Vale, NSW 2103
Ken is a highly qualified financial services professional with over 20 years of experience working in Australia and the United Kingdom. Ken has had previous roles that include working as a Research Manager in a top financial planning firm as well as working with some of the world’s leading wealth management companies. He has a broad knowledge across all areas of financial advice, however his passion and expertise is in investment strategy. In Ken’s previous roles he has advised across client portfolios totalling in excess of $250M. Dealing primarily with Self-Managed Superannuation Funds, retirees and charities, Ken focused on clients’ long-term strategic goals and objectives, risk profiling and portfolio construction. Ken is an enthusiastic traveller and enjoys running, soccer, playing tennis and swimming.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.60
  • Number of reviews 13
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualifications
    • Master of Taxation
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Blenkhorn Kirkwood Financial Planning Pty Ltd

Suite 13, 1 Mona Vale Road
Mona Vale, NSW 2103

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Blenkhorn Kirkwood Financial Planning Pty Ltd

AFSL 491551

4.60
13 Reviews
5
4
3
2
1
4.60
Clear communication
4.35
Knowledge & expertise
4.80
Customer care
4.60
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.50

"Kens advice has proved to be sound and in a difficult financial market has guided us well with our investments. He is always contactable 7 days a week and if not soon returns the call."

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ken took over our portfolio at a time when I was extremely disappointed in the level of service, advice and reporting we received from Ethinvest. I suspect I was noted as a 'difficult' client. Accordingly, Ken and I had some initial difficulties but, over time, Ken showed he was quite capable and able to provide the level of service and advice that I believed we were entitled to. I also suspect that Ken came to realise my initial complaints were more than likely justified. Since those early days, Ken has been on board with our trustees and they appreciate Ken's insight into our portfolio and generally adopt his buy/ sell/ keep recommendations."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ken always made himself available and was responsive to issues or questions raised. He explained any recommendations succinctly and clearly. He always appeared knowledgeable and balanced. Plus he was also very personable."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ken gave us sound advice on investments with good security and returns .He was always available when required."

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ken advised and helped our family get started in ethical investing. He is knowledgeable, articulate, and provides excellent customer service. He consistently responds to our questions and informs us of important industry updates in a timely manner. We've been satisfied clients of Ken's for years."

  • Superannuation
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ken provided the sort of advice to us, a group of inexperienced RSL Sub-Branch committee members, that made our investment portfolio understandable. Ken visited us at our office answering questions from the committee members and gave me as the Sub-Branch Hon Treasurer, regular updates as to the progress of our portfolio. I would endorse Ken unequivocally."

  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I greatly respect Ken’s knowledge and integrity as my Financial Advisor. Although I have only been a client for six months or so since he joined Ethinvest his advice and assistance in helping us purchase our Home in the Retirement Village has been beyond the call of duty normally offered to a client by a Financial Advisor. He is a very clever and competent young man and we wish him well."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ken has always been available for me to discuss any matter regarding finance, holiday queries and is reliable, courteous and generous with his time. I have always felt comfortable asking any questions and would highly recommend him for his knowledge and expertise. His friendly manner puts me at ease and I wish him well in his career as a financial advisor."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ken has been providing me with investment advice for the last six months or so"

  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I manage my own SMSF but when I need advice Ken has always provided me with his expert advice in a timely manner & in ways I might not of though of. I feel pretty confident in the advice I have received from Ken which helps me with my concerns. There are statutory & legal issues with managing a SMSF which can be complicated and I can rely on Ken to keep abreast of these issues and inform me of them to comply with these requirements."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Taxation

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2001

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Australian Catholic University (ACU)
Completed
1998

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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