Jim Fenwicke

Fenwicke Financial

Gold
13 Yrs Experience
North Sydney, NSW 2060

Jim is passionate about helping people to achieve their lifestyle goals and life ambitions. Modern living distracts people from what is really important to them, and robs them of the time needed to make increasingly complex financial decisions. Jim works with clients to build the financial resources they need to achieve a better balance between what they have to do and what they would prefer to do.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Fenwicke Financial

Suite 2620 Level 26, 100 Mount St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fenwicke Financial Services Pty Ltd

AFSL 515738