The Financial Planning Association of Australia The Financial Planning Association of Australia

Graham Jenkin, CFP® AEPS®


Name Graham Jenkin, CFP® AEPS®
Company Financial Services Partners
Address 122 Hume Street
Wodonga, VIC 3690
Phone 02 60568777
Mobile 0419038395
Website http://www.generationsadvice.com.au

Graham has over forty years experience in the Financial Planning and Life Insurance industries, helping people and businesses protect against the loss of their key asset - their people, thus ensuring the succession of business owners.

Speciality:
AEPS; Accredited Estate Planning Strategist.

Graham is one of only a small number of Certified Financial Planners who holds this additional specialist designation attained as a result of substantial study and experience.

This knowledge & experience can be used to deliver greater value to his clients, most of whom are small to medium business people, including family farming enterprises. Graham can lead you in thought provoking estate planning discussions and can even assist you further by referring you to other professional advisers where you do not already have these available to you. Graham will work with your legal and accounting advisers existing or referred, in developing strategies for great outcomes for you and your beneficiaries.

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