Steve Jenkosky MFP CFP® Financial Planner SSA

Aged Care Specialist | Retirement Living Specialist | Certified Financial Planner | Wealth Management

Here to Serve You

From tackling personal decisions to reaching important milestones, my job is to guide you on the path of success. As a professional Certified Financial Planner ®, you are assured of great results. I’m fueled by my commitment to excellence and go the extra mile to make sure clients are fully satisfied with my work. Get in touch with me today for a free consultation.

Professional Associations

Steve Jenkosky is an Authorised Rep No. 311227 of Synchron (AFSL 243313) who are a leading provider of risk management, superannuation and investment advisory services. With no institutional ownership Synchron are free from any product bias.

CFP® stands for Certified Financial Planner. The internationally recognised gold standard in financial planning. With more than 100 certifications available to financial professionals, the Financial Planning Association CFP designation stands out because one of the most notable requirements of the CFP accreditation is the fiduciary — or trustworthiness — aspect. Steve Jenkosky is CFP® No. 21024.

The Aged Care Gurus are a national team of specialist professionals dedicated to providing quality financial and legal advice to senior Australians. Helping you explore the care choices and the services available, making you aware of the legal and financial tips and traps, and developing strategies to help you afford your choices.

The Tax Practioners Board protects consumers by ensuring registered tax (Financial) advisers, meet standards of professional and ethical conduct and that their knowledge and skills are maintained for the benefit of their clients and the broader community. Steve Jenkosky is Reg. Tax (Financial) Adviser No. 24663793.

The SMSF Association provides independent verification that your SMSF Specialist Advisor™ SSA™ has had their SMSF expertise and knowledge independently assessed and endorsed. Steve Jenkosky is Specialist Advisor No. 1799.

How to Get Started?

To be an effective partner, we need to know you and your goals

1
get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2
initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

3
if you decide to proceed…

We set up a second meeting, which is the start of the planning process…

Meet Golden Age Advisory

We know the importance of delivering the best
customer experience.

get started