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Kerrod Holland

Tenex Wealth

Bronze
3 Yrs Experience
Charlestown, NSW 2290

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2023
  • Years of experience 3
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Tenex Wealth

5, 3 Hopetoun St
Charlestown, NSW 2290

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Insight Management Partners Pty Ltd

AFSL 368175