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.

Website: fentonandassociates.com.au

Employees: 5 - 9

HQ:

Location: Coniston, New South, AU

Revenue: 1 - 2.5 Million

Fenton & Associates is a privately owned financial planning practice located in Coniston, Australia. With a team of highly qualified and experienced advisers, they specialize in providing ethical and quality financial planning advice to their clients. Their guiding principle is to put their clients' interests first, ensuring that they receive tailored services and fees that cater to their unique needs. As a testament to their commitment to excellence, Fenton & Associates has grown and prospered largely through client referrals. They hold their own Australian Financial Services Licence and are members of the Financial Planning Association, adhering to the association's Code of Ethics and Rules of Professional Conduct. Their services include financial planning, superannuation, wealth accumulation, risk protection, pre and post retirement planning, and strategic advice. With a strong focus on client satisfaction, Fenton & Associates has established a reputation for providing exceptional advice and administration services. Their Managing Director, Kerry-Ann Dyce, leads a team of experienced professionals who are dedicated to ensuring the long-term success of their practice and the financial well-being of their clients. If you're looking for trusted financial advice in the Illawarra region, Fenton & Associates is an excellent choice.