


Fenton & Associates
Financial Services • Wollongong, New South Wales, Australia • 1-10 Employees
Company overview
| Headquarters | Level 1, 26-28 Market Street, Wollongong, NSW 2500, AU |
| Phone number | +61242273335 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Superannuation, Risk Protection, Strategic Advice, Wealth Accumulation, Financial Planning, Pre & Post Retirement Planning |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at Fenton & Associates
Kyleigh Sanka
Head of Sales Marketing
About Fenton & Associates
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.
Fenton & Associates revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Fenton & Associates has never raised funding before.
Frequently asked questions
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