Maxim Appoint Second Senior Financial Planner

Maxim Private Clients (MPC) has recently announced the appointment of Alex Jenkins as Senior Financial Planner.

The demand for financial planning services continues to be strong from our loyal client base and new customers alike. “The appointment of Alex to the Maxim Group has significantly strengthened our ability to both deliver on this demand and also accommodate the dynamic nature of the planning needs with constantly changing markets and legislation” said MPC Director, Matt Haggarty.

Alex is an experienced and qualified financial advisor having spent some 20 years as Senior Financial Planner in a major financial institution. Alex’s focus is delivering strategies relating to wealth and retirement planning, superannuation, estate planning and personal risk insurance. Alex brings strong technical skills and a wealth of experience in all facets of financial services.

Alex shares the MPC philosophy in really getting to understand your lifestyle goals and assists in putting a strategy in place for their achievement. “I just enjoy helping people! Making decisions for your retirement or how you can protect yourself and your family can weigh heavily on your mind. There is nothing better than being able to draw that information out and then formulate a plan that provides you with security, wealth and happiness” Alex added.

Given recent changes to the Superannuation legislation and the 30 June deadline fast approaching, there are opportunities that should be explored. Alex and Matt can be contacted at MPC on 4925 1000.

 

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