BRUCE JENKS | Financial Adviser (FSP762511)
Bruce brings over 30 years of experience in the Banking, General Insurance, Trusts, Wealth Management and legal professions including more than two decades in the trustee profession.
The fundamental disciplines of Bruce’s practice are financial planning, private wealth management and fiduciary/trust services. He specialises in assisting people with their essential arrangements to establish, manage, protect, and grow their assets and provide intergenerational legacies.
As an appointed Justice of the Peace, Bruce is also able to fulfil his responsibilities as a JP at Stewart Group which include, but are not limited to:
witnessing of documents;
taking of declarations;
swearing of affidavits or affirming affirmations
Bruce is an active Rotarian and enjoys being part of the community. He enjoys the outdoors and is keen on the many fine aspects that Hawke’s Bay living offers.
Credentials
New Zealand Certificate in Financial Services (NZCFS)
NZLS Legal Executive Diploma
New Zealand Diploma in Business Management
NZIM Diploma in Management
Accredited Investment Fiduciary® (AIF®)
Memberships:
Rotary International
Royal Federation of NZ Justices’ Associations - Te Kāhui Pou Whakatau Ture o Aotearoa
Trusteeships on several Charitable Trusts
