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

Stephen Jenkosky, CFP®

Name Stephen Jenkosky CFP®
Address 145 Ross River Road
Mundingburra, QLD 4812
Phone 0408771677

Specialist advisor to Senior Australians on Aged care, Retirement Communities, Home care, Granny Flat arrangements, Wealth Management and Centrelink strategic advice. Advisory services include Aged Care, Superannuation, Wealth Management, Investment, Portfolio Management and Strategic Financial Planning. Holding Masters of Financial Planning (MFP), Certified Financial Planner CFP®, Specialist Self Managed Superannuation Adviser (SSA™) and Retirement Living + Aged Care Specialist ™ accreditations. Steve is highly accomplished with two decades of experience in wealth management across superannuation, SMSF and Strategic Financial Planning related roles from business financial advisory wealth management through to Private Banking and Financial Planning. Steve is an experienced practioner in the Financial Services and Banking Industry in Australia with particular emphasis on Fee-for Service Financial Planning, Aged Care Advisory, Family Business, Estate Planning, Philanthropy and Business Corporate Advisory. Steve pursues excellence as a Financial Planning practitioner delivers first class financial advice with honesty and integrity to the highest standards and strives to continually improve his skills and knowledge in regard to financial services products, strategy and legislation.

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