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

Kenneth Dewar, CFP®

Name Kenneth Dewar CFP®
Company Blenkhorn Financial Planning
Address Suite 13
1 Mona Vale Road
Mona Vale, NSW 2103
Phone 02 9997 7007
Mobile 0447436599

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
- Budgeting
- Cashflow and Income analysis
- Complex Investments
- Ethical Investments (Socially Responsible, Impact and Sustainable Investments)
- Insurance and Protection
- Retirement and Pensions
- Superannuation
- Self Managed Superannuation Funds
- Small Business Advice
- Tax Strategies
- Wills and estates.

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