Alexander (Alex) Jenkins
Alex has joined the insight team and enjoys that passion and dedication that the Insight team have. Alex enjoys working alongside like-minded colleagues who have the client’s best interest at the core of what they do.
Alex ignited his spark for assisting the local community reach their financial dreams and aspiration in 2001 where he started with Newcastle Permanent Building Society. In 2001 his career started as a Financial Planner in the Newcastle Permanent Financial Planning sector where he not only helped clients achieve financial success, but help build the Financial Planning Department. Since then Alex has developed long term relationship with clients and have seen many through various life stages.
Alex is an experienced and well qualified Financial Adviser, having completed his Dip, Adv Dip & Master of Financial Planning. He has held a variety of roles and the extensive studies have provided Alex with a technical knowledge in investment funds, superannuation, income streams and insurance products. Alex is committed to and enjoys working with his clients in providing technical, commercial and strategic advice focussed on adding value to their businesses or employment whilst growing and protecting their personal net wealth.
Clair has recently joined the Insight Wealth Planning team in 2020. Clair has extensive experience in Customer services with a positive can-do attitude. Clair transitioned to the Financial Planning Industry from the General Insurance industry where she has over 5 years’ experience, this highlights Clair’s understanding of the importance of insurance and the impact for the need to protect yourself. Clair is currently enrolled in a Bachelor of Business Majoring in Financial Planning.
Hannah has been in the Financial Industry since 2006 and the Financial Planning industry since 2013 and thrives in assisting our clients achieve their financial goals and objectives. Hannah brings with hear a breadth of knowledge that enables her to assist every request of our clients with ease. Hannah understands the impacts of a well-executed Financial Plan and is eager to help our clients live a life they love.
We delighted to welcome our new members onboard to assist our wonderful clients through to financial success.