Brock Lawrence

Fenton Financial

Bronze
3 Yrs Experience
Moorooduc, VIC 3933

Through my education, I was always fascinated with the world of businss, finance and economics which lead me to further my studies through a Bachelor of Commerce, majoring in Finance. As I was undertaking my degree, I began working as a client service manager in the finanical planning industry which evolved my passion for helping clients.

As a result, after finishing my degree, I completed a Graduate Diploma in Financial Planning as a pathway to becoming an adviser. I was drawn to the industry as helping other people understand their current position and mapping out how to acheive not only their financial but lifestyle goals was the main driver.

Assisting clients in developing an holistic financial plan in, whilst simultaneously educating them on their finances to make informed decisions on their path to meet their goals and objectives.

Expertise

  • Superannuation
  • Insurance Protection
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2023
  • Years of experience 3
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Fenton Financial

401 Mornington-Tyabb Rd
Moorooduc, VIC 3933

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Walker Lane Pty Ltd

AFSL 509305