Fenton & Associates is one of only a few privately owned financial planning practices in the Illawarra, meaning that we are truly able to represent our clients’ interests – we are not part of, owned by, or accountable to, any financial institution.
We specialise in Financial Planning and hold our own Australian Financial Services Licence (issued by the Australian Securities and Investment Commission).
At Fenton & Associates, our Advisers are highly qualified and experienced, and are all members of the Financial Planning Association. In line with the Associations Code of Ethics and Rules of Professional Conduct, we are focused on providing ethical, quality financial planning advice.
Our foremost objective is to provide an exceptional, comprehensive advice & administration service that is client specific. We do not provide a ‘one size fits all’ approach as we know that everyone’s circumstances differ. To this end, our services and associated fees are completely tailored to the needs of each client.
Fenton & Associates guiding principle is to put our clients’ interests first. In doing so we not only ensure our clients receive quality advice & service, we ensure the long term success of our practice. We have grown and prospered as a direct result of ongoing client referrals, which we value enormously and consider to be the best compliment we can receive.
Company Details
- Employees
- 5
- Founded
- 1999
- Address
- Level 1, 26-28 Market Street, Wollongong,nsw 2500,australia
- Phone
- +61 2 4227 3335
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fentonandassociates.com.au
- Keywords
- Financial Planning, Superannuation, Wealth Accumulation, Risk Protection, Pre & Post Retirement Planning, Strategic Advice.
- HQ
- Wollongong, NSW
Fenton & Associates Questions
Fenton & Associates's helpline number is +61 2 4227 3335
Fenton & Associates's website is fentonandassociates.com.au
Fenton & Associates's LinkedIn profile is https://au.linkedin.com/company/fenton-&-associates
Fenton & Associates has
5 employees.
View email and phone details for 5
employees at Fenton & Associates.
Fenton & Associates's industry is
Financial Services
Fenton & Associates's top competitors are
Coca-Cola Beverages South Africa (Ccbsa),
Ackermans,
Fenton,
Fenton & Associates.
Fenton & Associates's categories are Financial Services
Fenton & Associates's founding year is 1999
