Andrew Jenkins

Financial Adviser & Principal at Wealth Foundations
  • Claim this Profile
Contact Information
Location
Greater Sydney Area, AU

Topline Score

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

You need to have a working account to view this content. Click here to join now
Tom Kelsall

Andrew understands the foundations of great financial planning like no one else I have dealt with over the years He has a expert knowledge of markets, the keys to wealth building and behavioural sciences as well as a very enjoyable and personable style If you need someone who really wants the best for you and has the knowledge and integrity to ensure you get it, then you naturally you might be inspired to talk more with Andrew - I know I was and have been very happy with my financial plans ever since

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser & Principal
      • Nov 2007 - Present

      Wealth Foundations is a self-licenced, personal financial advisory firm, that specialises in helping professionals and executives prepare for the retirement phase. Our focus is centred around developing and implementing a sensible and robust strategy. We produce no financial products - we are an advice only organisation. Wealth Foundations is a self-licenced, personal financial advisory firm, that specialises in helping professionals and executives prepare for the retirement phase. Our focus is centred around developing and implementing a sensible and robust strategy. We produce no financial products - we are an advice only organisation.

    • Insurance
    • 1 - 100 Employee
    • Financial Adviser
      • Nov 2001 - Oct 2007

      Specialising in developing and implementing comprehensive wealth solutions for high earning professionals Specialising in developing and implementing comprehensive wealth solutions for high earning professionals

    • Financial Adviser
      • Oct 2000 - Nov 2001
    • India
    • Banking
    • 1 - 100 Employee
    • Corporate Finance Manager
      • Jan 1997 - Sep 2000
    • Treasury Risk Manager
      • Jul 1994 - Nov 1996
    • United States
    • 1 - 100 Employee
    • Finance Consultant
      • 1984 - 1993

Education

  • Western Sydney University
    CFP
    2001 - 2004
  • Financial Services Institute of Australasia
    Graduate Diploma
    1989 - 1994
  • University of Adelaide
    B.Ec
    1980 - 1983
  • Pembroke School
    1974 - 1979

Community

You need to have a working account to view this content. Click here to join now