|Name||Kenneth Dewar, CFP®|
|Company||Blenkhorn Financial Planning|
1 Mona Vale Road
Mona Vale, NSW 2103
|Phone||02 9997 7007|
|Mobile||0447 439 599|
I am a highly qualified financial services professional with over 20 years of experience working in Australia and the United Kingdom.
My previous roles include working as a Research Manager in a top financial planning firm as well as working with some of the world’s leading wealth management companies. I have a broad knowledge across all areas of financial advice, however my passion and expertise is in investment portfolio management and strategic advice.
I advise across client portfolios totalling in excess of $200M, dealing primarily with Self-Managed Superannuation Funds, retirees and charities. I am focused on clients’ long-term strategic goals and objectives, risk profiling and portfolio construction.
I have expertise in the following areas of advice;
- Aged Care
- Cashflow and Income analysis
- Complex Investments
- Ethical Investments (Socially Responsible, Impact and Sustainable Investments)
- Insurance and Protection
- Retirement and Pensions
- Self Managed Superannuation Funds
- Small Business Advice
- Tax Strategies
- Wills and estates.