Who We Are

Fenton & Associates is a privately owned and operated financial planning firm.

We are not part of, owned by, or accountable to, any financial institution.

We hold our own Australian Financial Service Licence. This licence permits our provision of the following financial services:

• Managed Investment Schemes
• Superannuation
• Investor Directed Portfolio Services
• All Securities
• Investment Life Insurance Products

• Deposit & Payment Products – Basic Deposit
• Deposit & Payment Products – Non-basic Deposit
• Government Debentures, Stocks or Bonds
• Retirement Savings Accounts
• Life Risk Insurance Products

We are a Principal member of the Financial Planning Association (FPA), and we abide by the FPA Constitution, Code of Ethics & Rules of Professional Conduct.

We hold Professional Indemnity Insurance and are a member of the Financial Ombudsman Service.

We employ qualified and experienced financial planners and support staff.

Advisory Services
Administration Services

Provision of advice regarding issues of a Strategic, Investment or Technical nature. Review of circumstances in the event of change – provision of recommendations.

	Paul Fenton Senior Advisor • Diploma of Financial Planning - Dip FP • Certified Financial Planner • Industry related experience since 1986		Lisa Kovacs Practice Manager • Diploma of Financial Planning - Dip FP • Certified Financial Planner • Industry related experience since 1987
	Monica Dignan Advisory Services Manager • Diploma of Financial Planning - Dip FP • Certified Financial Planner •Industry related experience since 1983 • Currently completing a ‘Bachelor of Business in Financial Services degree		Andrew Bronneberg Advisory Services Support • Diploma in Financial Planning - Dip FP • Bachelor of Mathematics/Finance - BMathFin(Hon) • Currently completing the Advanced Diploma of Financial Planning • Industry related experience since 2004
	Joanne Lancaster Advisory Services Support • Diploma of Financial Services - Dip FP • Certificate IV in Financial Services • Bachelor of Business - Business Management and Human Resource Management - BBus • Currently completing the Advanced Diploma of Financial Planning • Industry related experience since 1999

Provision of comprehensive, complex administrative support to Advisers and Clients.

Nadine Keefe
Senior Administrator
• Superannuation Administration Certificate
• Industry related experience since 1996

Aileen Kelly
Administration Services Support

• Certificate III in Business Administration
• Industry related experience since 2006

Julie Flynn
Administration Services Support
• Industry related experience since 1996