Welcome to Tenex Wealth, where Kerrod, your Newcastle-based financial advisor, helps business owners, pre-retirees, retirees, and high-income earners build wealth and secure their future. With tailored tax strategies and retirement planning, we turn your hard-earned money into lasting financial freedom.
Originally from Singleton and now proudly based in Newcastle, he’s found his true passion in financial advice and economics. Beyond finance, his life is about balance. From tackling budgets to enjoying the rush of sports and the joys of fatherhood, he finds harmony in staying active and cherishing family moments.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- First year providing advice 2023
- Years of experience 3
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Tenex Wealth
5, 3 Hopetoun StCharlestown, NSW 2290
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Insight Management Partners Pty Ltd
AFSL 368175