Jim Fenwicke

Fenwicke Financial

Gold

15 Yrs Experience

North Sydney, NSW 2060

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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.

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

5.00 May 2015

I have been very happy with the advice and management that Jim has provided to get my financial affairs, insurance and estate matters sorted.

5.00 May 2015

Jim is great to deal with. Honest, trustworthy and after each meeting I leave feeling that I am in safe hands and that he really cares about our investments.

5.00 May 2015

Jim is an excellent adviser who tailors his advice to your particular needs and goals.

5.00 May 2015

Jim is a smart, honest, straight forward advisor who is completely trustworthy and insightful to individual circumstance. We have found his advice to be complete , accurate and optimal in our investments. He treats our money as his own. Nobody is more trustworthy and diligent and we would recommend him to anyone wanting the most from their investment dollar.

Adviser status Gold
Rating 5.00
Number of reviews 7
First year providing advice 2009
Years of experience 15
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

9:00am – 5:00pm Monday – Friday

Fenwicke Financial Services Pty Ltd

AFSL 515738

Jim Fenwicke

Fenwicke Financial

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Fenwicke Financial

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Fenwicke Financial Services Pty Ltd