Meet Our Team
Back in 1999, Fenton & Associates began with Paul Fenton, Lisa Kovacs, Monica Dignan & Nadine Keefe. Thanks to ongoing referrals from our clients, our business has grown considerably since then, and so we have progressively expanded from our founding four, who are still with us today, to a dedicated, knowledgeable team of ten.
Paul commenced his career in financial planning in 1987, and with Lisa Kovacs established Fenton & Associates in 1999. Paul's qualifications include the Diploma of Financial Planning and he was a Certified Financial Planner (CFP). Paul retired from advising in February 2018, he now focuses on Directorship and Investment Committee matters.
Lisa also commenced her career in financial planning in 1987. Lisa's qualifications include the Diploma of Financial Planning and she was also a Certified Financial Planner (CFP). Lisa retired from advising in July 2017, she now focuses on management of the business, licencing matters, compliance, practice management and financial management
Before joining Fenton & Associates, Monica spent 16 years at Centrelink, with the latter half involved in policy administration & program delivery both at an area level and nationally. Monica has been with F&A since day one, holds the Diploma of Financial Planning, is a Certified Financial Planner (CFP), and graduated with a Bachelor of Business degree, majoring in Financial Planning, in 2013.
Jo joined F&A in 2008, after working in the financial planning and banking sector since 1999. Jo’s qualifications include Certificate IV in Financial Services, the Advanced Diploma of Financial Planning and a Bachelor of Business degree, majoring in Business Management & Human Resource Management. In 2014 Jo also became a Certified Financial Planner (CFP).
In 2010 we expanded our adviser capacity by welcoming Stuart to our team. Stuart holds the Diploma of Financial Planning, a Bachelor of Commerce degree, he is a Certified Financial Planner (CFP) and brought to Fenton & Associates 7 years experience working with an independently owned financial planning firm and 2 years experience as an adviser with one of the big four banks.
Richard joined F&A in February 2020, having previously been employed in the Australian Public Service for 25 years in various government departments and agencies, working in areas such as programme and policy development, programme management and compliance at a national level. RIchard is the Practice Manager and looks after the day to day running of the office.
Having worked with another financial planning firm for several years, Aileen joined F&A in 2008. Aileen was our Office Manager and Senior Administrator until mid 2014 when she transitioned to the advisory side of the business. Aileen holds the Advanced Diploma of Financial Planning and now assists advisers with the preparation of advice documents, undertakes research for client reviews and liaises with administrators regarding the implementation of strategies.
Nadine has been with Fenton & Associates since day one, having previously been employed by Lisa at another financial planning practice. Nadine has over 18 years experience across all aspects of administration, from basic data management through to complex portfolio & product transactions. Nadine holds a Certificate in Superannuation Administration.
After gaining 3 years experience working in an administrative capacity at Pillar Superannuation, Lynne joined F&A in 2010. Lynne takes care of complex administration & implementation matters, and also assists with client data management and record keeping.
Julie joined the F&A admin team in October 2012, bringing with her experience gained in a range of administration roles. Julie holds the Diploma of Financial Planning and assists us with various administration tasks and transactions, and is responsible for the preparation & management of client reviews.
Marilyn Munoz Vogt
Marilyn joined our F&A admin team in August 2016. In addition to taking care of reception, Marilyn assists us and our clients with various administrative tasks and transactions.
Callie is currently undertaking a Bachelor of Commerce degree, majoring in Human Resource Management and Financial Planning. Now in her final year of study, Callie joined F&A in a part time capacity at the start of 2019. Callie is gaining experience across the administrative and advice side of the business, broadly assisting our administrators and advisers where required.
At Fenton & Associates we foster an environment of collaboration and teamwork. We believe that this culture has facilitated a positive, stable workplace, and has made it possible for our clients’ to develop long term, rewarding relationships with our team.
Our advisers are required to undertake continuing education, as prescribed by our licence and the Financial Planning Association. We engage an external company for the provision of technical, legislative & economic study material, inclusive of a written examination, on a monthly basis. We also attend seminars and conferences that benefit our professional development.
By undertaking ongoing education we are at all times up to date with changes in legislation, taxation,Centrelink and investment markets.