Alex Jenkins

Insight Wealth Planning

Gold
19 Yrs Experience
New Lambton, NSW 2305

Alex ignited his spark for assisting the local community reach their financial dreams and aspiration in 2001 where he started with Newcastle Permanent Building Society. In 2001 his career started as a Financial Planner in the Newcastle Permanent Financial Planning sector where he not only helped clients achieve financial success, but help build the Financial planning department. Since then Alex has developed long term relationship with clients and have seen many through various life stages.

Alex is an experienced and well qualified Financial Adviser, having completed his Dip, Adv Dip & Master of Financial Planning. He has held a variety of roles and the extensive studies have provided Alex with a technical knowledge in investment funds, superannuation, income streams and insurance products. Alex is committed to and enjoys working with his clients in providing technical, commercial and strategic advice focussed on adding value to their businesses or employment whilst growing and protecting their personal net wealth. Alex follows the FPA Code of Professional Practice including the Code of Ethics, Practice Standards and Rules of Professional Conduct.

Alex enjoys that passion and dedication that the Insight team have. Alex enjoys working alongside like-minded colleagues who have the client’s best interest at the core of what they do.

Alex lives locally enjoys exercising or walking with his wife Kristie, he has two teenage daughters and still likes to help out down at Merewether Surf Life Saving Club.

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Insight Wealth Planning

24 Alma Road
New Lambton, NSW 2305

Licensed by

Gps Wealth Ltd

AFSL 254544