Blenkhorn Kirkwood Financial Planning

Kenneth Dewar, CEO of Blenkhorn Kirkwood Financial Planning

Kenneth Dewar, CEO and Private Wealth Manager of Blenkhorn Kirkwood Financial Planning has been member of BRG North Shore since 19-9-2023.

Ken’s passion is to work with clients collaboratively and professionally to provide them a trusted, informed and educated opinion. He has skills that encompass all areas of financial advice including the latest industry and regulatory knowledge and expertise. His interest in financial management began in his childhood where he was heavily influenced by his Scottish father who had an aptitude for figures that he passed on to his son. The Kirkwood name comes from his Scottish roots.

Ken began his career at a top funds management firm and then worked for several prestigious wealth management companies. From there he moved to a role as a Private Client Adviser at one of Australia’s premier private wealth firms. Ken’s 20+ years with the top wealth management companies and boutique ethical advice firm has provided him with invaluable experience. It was through this experience Ken realised he could run his own advice practice in a way that put clients first to help them achieve their financial goals and successful lifestyle outcomes. When the opportunity arose for Ken to join the Blenkhorns he was excited at the chance to become a part-owner and CEO of what is now Blenkhorn Kirkwood.

Ken’s early focus on maintaining a high standard of education has seen him achieve a Bachelor of Business (Marketing & Finance), a Graduate Diploma in Applied Finance and Investment, a Master of Commerce (Financial Planning), a Master of Taxation, and he is a Certified Financial Planner. He also has further specialist accreditations in the areas of Self-Managed Super Funds and Margin Lending. Ken has also successfully passed the mandatory adviser exam. Ken is married and has a young son who helps keep him fit. He enjoys spending time with his family, travelling, along with good food and wine.

BRG is well run, organised and has very important and relevant business discussion topics. Even though its only been 6 weeks I found the members, knowledgable, polite and willing to share business knowledge to help other members.

As mentioned its only a little way in however I have provide a referral to the mortgage broker in our group and hope to continue to provide quality referrals.

It takes time to build relationships and trust and over time I think the BRG forum provides and excellent platform to establish strong business referral relationships.

 

 

Member of Upper North Shore Business Referral Group

Upper North Shore chapter meets every second Wednesday at 7:15Am, at the offices of Holistic Home Loans, Suite 9, 694 Pacific Highway, Killara NSW

The networking meeting starts at 7:30 AM  sharp to 8:30 AM

Like to attend this chapter ? contact Business Referral Group for your FREE Visit

 

 

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