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
Practice Management & Compliance
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 Principal, Financial Adviser • Diploma of Financial Planning - Dip FP • Certified Financial Planner • Industry related experience since 1986		Andrew Bronneberg Financial Adviser • Diploma in Financial Planning - Dip FP • Bachelor of Mathematics/Finance - BMathFin(Hon) • Advanced Diploma of Financial Planning • Industry related experience since 2004
	Monica Dignan Financial Adviser • Diploma of Financial Planning - Dip FP • Certified Financial Planner •Industry related experience since 1983 • Currently completing a ‘Bachelor of Business in Financial Services degree		Stuart Cruickshank Financial Adviser • Bachelor of Commerce • Diploma of Financial Planning • Certified Financial Planner • Industry related experience since 2000
	Joanne Murray Financial Adviser • Diploma of Financial Services - Dip FP • Certificate IV in Financial Services • Bachelor of Business - Business Management and Human Resource Management - BBus • Advanced Diploma of Financial Planning • Industry related experience since 1999

Lisa Kovacs
Principal, Practice Manager
• Diploma of Financial Planning - Dip FP
• Certified Financial Planner
• Industry related experience since 1987

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

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

Aileen Kelly
Administrator

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

Dianne Lawson
Administrator
• Industry related experience since 1981

Lynne Goninan
Administrator
• Industry related experience since 2007