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
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- First year providing advice 2023
- Years of experience 3
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Fenton Financial
401 Mornington-Tyabb RdMoorooduc, VIC 3933
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Walker Lane Pty Ltd
AFSL 509305