Paul Blenkhorn

Blenkhorn Kirkwood Financial Planning Pty Ltd

Gold
24 Yrs Experience
Mona Vale, NSW 2103

Recent reviews

Blenkhorn Kirkwood Financial Planning Pty Ltd

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

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Licensed by

Blenkhorn Kirkwood Financial Planning Pty Ltd

AFSL 491551

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Paul is always very professional; takes time to understand my needs; is clear and concise in explaining what is happening and recommending what would suit me. He always manages to give sufficient time and never tries to rush things - even goes over items several times so they are well understood. A very good and effective communicator, showing concern and empathy. He also has an excellent knowledge of the industry"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Tax Strategies

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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