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Fenton & Associates

Fenton & Associates

Financial ServicesFlag of AUWollongong, New South Wales, Australia1-10 Employees

Company overview

HeadquartersLevel 1, 26-28 Market Street, Wollongong, NSW 2500, AU
Phone number+61242273335
Website
NAICS52
SIC874
Keywords
Superannuation, Risk Protection, Strategic Advice, Wealth Accumulation, Financial Planning, Pre & Post Retirement Planning
Founded1999
Employees1-10
Socials

Key Contact at Fenton & Associates

Flag of ZA

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.

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Fenton & Associates revenue & valuation

Annual revenue$427,775
Revenue per employee$86,000
Estimated valuation?$1,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Head

Funding Data

Fenton & Associates has never raised funding before.

Frequently asked questions

Fenton & Associates is located in Wollongong, New South Wales, AU.
You can reach Fenton & Associates at +61242273335.
Fenton & Associates was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Fenton & Associates has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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