David Jenkins
Financial Adviser
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About
David Jenkins is an ASIC-registered financial adviser based in Runaway Bay, Queensland, dedicated to helping Australians achieve their financial goals. With a career spanning almost two decades, David possesses a wealth of knowledge and experience, underpinned by a strong commitment to ethical and professional conduct. His qualifications include a Diploma of Financial Services (Financial Planning) from the Australian Institute of Financial Services and Accounting (AIFA), an Advanced Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd, a Fellow Chartered Financial Practitioner designation from Kaplan, and a Graduate Diploma in Ethics and Professionalism, also from Kaplan. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest standards of professional practice. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. David is passionate about providing tailored advice to suit each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact David today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Jenkins offer?
David Jenkins specialises in superannuation, insurance, wealth management, retirement planning and investment advice. He can help you create a plan that's tailored to your specific needs and goals.
What qualifications does David Jenkins have?
David holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), is a Fellow Chartered Financial Practitioner, and has a Graduate Diploma in Ethics and Professionalism. He is also a member of the Financial Advice Association of Australia (FAAA).
How does David Jenkins approach financial planning?
David takes a personalised approach to financial planning. He will take the time to understand your current situation, your goals, and your risk tolerance. Then, he will create a tailored plan that will help you achieve your financial objectives.
What can I expect during my first meeting with David Jenkins?
During your first meeting, David will discuss your financial goals and current situation. This is an opportunity for you to ask questions and for David to understand your needs. He will then outline the process and explain how he can help you achieve your goals.
How can David help me with my superannuation?
David can provide advice on all aspects of superannuation, including choosing a fund, consolidating your super, and planning for retirement income. He can help you ensure your superannuation is working hard for you.
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