Andrea Jenkins

Jenbury Financial

Platinum
17 Yrs Experience
Boronia, VIC 3155
Helping you visualise and create your desired lifestyle. Everyone deserves the opportunity to maximise the possibility of having their money provide them the lifestyle they desire. At Jenbury Financial, we will help you determine how to use the resources at your disposal to achieve your desired goals and keep you on track over the years to follow. Financial advice considers the creation, growth, protection and ultimately the enjoyment of wealth. The ultimate goal of good financial advice is financial freedom. Having the freedom to do the things you want, when you want. Seeking advice can help you prepare for life’s financial ups and downs and help you achieve future security. The number of investment options, complexity of changing legislation and changes to your own personal situation can mean it’s challenging to make an informed decision without the help of a financial advice professional. Appropriate and quality financial advice can help you to make the most of your financial resources to protect against life’s ups and downs and help you to reach your personal and business goals. We are proud to be a referral built business, based on lasting client partnerships. Call or email Andrea Jenkins now to book an initial meeting, which is cost and obligation free.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
My fees
Get in touch

We offer a free 15 minute phone call with our Senior Financial Planner. An initial consultation will take between 45 minutes and an hour and a half and we charge $250.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 9
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Jenbury Financial

Suite 2, 173 Boronia Road
Boronia, VIC 3155

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.80
9 Reviews
5
4
3
2
1
4.80
Clear communication
4.65
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—9 of 9

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4.75

"."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrea was very clear in explaining everything in a way that me and my husband understood. She was personable, understanding and considerate, could not have asked for a better initial appointment. We will be going back to Andrea as soon as our financial positions change and we a ready for her assistance again. Thank you again Andrea."

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

"Andrea's objective is to help me achieve financial security. I trust her!"

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

"Andrea tells it how it is and tells you up front and no hidden costs. I have no hesitation in recommending her to others."

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

"I Appreciate Andrea's professionalism, financial knowledge base, and consideration for our unique circumstances. I feel 'safe' knowing that her first concern is to optimise our financial portfolio. It is comforting to know that I can email/phone her at anytime, and receive a prompt considered reply. There is nothing 'generic' about Andrea!!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Andrea's advice has helped us prioritise, and make decisions that have had a great benefit to our lifestyle."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Tax Strategies
  • Growing Assets

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Retirement Planning

Level
0 - Training / Exam / Other
Institution
University of New South Wales (UNSW)
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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