About
Fenwicke Financial is wholly owned by its founder and principal Jim Fenwicke. Working with a small number of select clients, the staff at Fenwicke Financial help clients to:
- Make confident investment decisions
- Clarify their values and future vision
- Assist and protect their families
- Protect and enjoy their lifestyles
- Achieve financial comfort
- Plan for expected and unexpected change
- Build a legacy
By co-locating and co-operating with another financial planning firm, under the name of Wealth Associates, staff and clients have access to the knowledge and experience of other professional financial planners, which assists with strategy formulation, portfolio construction & management and covering any absences from the office for training and holidays.
Fenwicke Financial has contracted Financial Wisdom to provide Financial Services License and associated services. Financial Wisdom Ltd is owned by Commonwealth Bank which put our clients in the unique position of having a relationship with a small business that cares deeply about them and the outcomes they achieve but at the same time has the muscle of a major institution behind it which is vital in areas such as research capability and staying abreast of continual changes in tax, superannuation, aged care and Centrelink legislation.
Staff
Jim Fenwicke
Jim Fenwicke is a financial markets professional with more than 25 years of experience in roles including strategic financial planning, trading, back office operations, compliance and management. He has worked for some of Australia’s leading financial institutions including Macquarie Bank and National Australia Bank.
Jim is a Certified Financial Planner CFP®, a member of the Financial Planning Association of Australia, an accredited Life Risk Specialist LRS®, and an Accredited Estate Planning Strategist AEPS®. He holds a BEc from Sydney University, a graduate Diploma of Applied Finance and Investment, a Diploma and an Advanced Diploma of Financial Planning, and is a Fellow of the Financial Services Institute of Australasia (FFin).
Jim is passionate about helping people to define and 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 better balance in their lives.
Jim is married with 3 children and away from work enjoys rugby, golf and yoga. A devout shark phobic and recreational swimmer Jim participates reservedly in a number of ocean swims each year “outside your comfort zone is where the interesting stuff happens”.
Qualifications
- CERTIFIED FINANCIAL PLANNER®
Financial Planning Association of Australia - BEc
University of Sydney - Certificate of Margin Lending and Geared Investments
Kaplan - Accredited LIFE RISK SPECIALIST®
Financial Planning Association of Australia - Graduate Diploma of Applied Finance and Investment
FINSIA - Certificate in Self-Managed Superannuation Funds
Kaplan - Accredited ESTATE PLANNING SPECIALIST®
Financial Planning Association of Australia - Diploma and an Advanced Diploma of Financial Planning
Kaplan - ASX Accredited Listed Product Adviser Program
Kaplan
Awards
Financial Planning Association Best Practice Award for Associate Financial Planners - National winner 2011
Associate Financial Planners are members of the Financial Planning Association who are studying to become Certified Financial Planners. This award offers recognition that the winner is operating a professional financial planning practice of the highest standard.
New Practice of the Year - 2013/14
Fenwicke Financial, as a member of Lumix Wealth, was named the National Winner of the 2013/14 Financial Wisdom New Practice of the Year beating about 15 other practices in the process. It was very satisfying to see how we measured up to the award criteria and reinforced our belief that we are efficiently and reliably providing a valuable service to our clients.
Financial Planning Association Best Practice Award for Certified Financial Planners - NSW winner 2014
The Financial Planning Association is the peak body for financial planners in Australia and at the November 2014 annual conference Jim was named as the NSW winner of the Best Practice Award for Certified Financial Planners. The process involved a review of advice given, adherence to the Code of Ethics, a review of my business model and fee structure as well as some client testimonials. Jim is very proud of this achievement and the confirmation that the service he provides is best practice within the financial planning profession.
Sponsor of Sydney University Football Club
Fenwicke Financial is a proud sponsor of the Sydney University Football Club.
The firm's principal, Jim Fenwicke, played with the club from the mid 80's to the mid 90's, and understands that success comes from good planning, passion, hard work and being part of a great team.
At Fenwicke Financial we understand that supporters and past players of this great club have carried forward the same high standards and work ethic on display at SUFC into their business and professional careers, and like SUFC have achieved great success.
While everyone has a different definition of success, a common element will be the balance achieved between one's career and family/social life. At Fenwicke Financial we work with our clients to take control of their finances so that they can live life with the balance that they desire.
We invite players, past players and supporters of the club to call us to arrange an obligation free chat to discover if we can create a financial plan to help restore the balance to your life.
Contact Us today.
Shivane Sathananthan
Client Service Manager
Shivane’s role is to support the planner in preparing, implementing and reviewing financial advice. She has responsibility for maintaining client information and responding to administrative queries and requests from clients.
Shivane has a Bachelor of Applied Finance from Macquarie University and a Diploma of Financial Planning from Kaplan.
In her free time Shivane enjoys Indian classical dancing, watching movies and spending valuable time with her family and friends.
Jim provides excellent advice that is tailored to your actual circumstances. He takes the time to determine what your needs are and to identify important issues and opportunities you may not have considered (but you need to). He is proactive and professional and I have no hesitation in recommending his services.
~ Michael Sharp
I must admit my share portfolio was a mess. I found Jim’s advice invaluable. He was instrumental in helping me understand that a good portfolio covers a diverse group of shares and some cash in case of emergencies or for good buying opportunities. I am now much more confident and understand my options and my portfolio much more fully.
~ Nellie Dawes
Jim’s approach to our financial situation was extremely thorough and left us feeling confident and in safe hands. He created easy accessibility to our portfolio, allowing an up-to-date snapshot of our finances online. Also, regular contact from Jim helps us to tweak our investments in response to the moving markets. While no one can predict the future, we are very comfortable with the current situation.
~ Robin Freedman and Lori Flekser
Jim brought all of our financial matters into order, so now we can easily see where we stand. He’s also got a good understanding of our risk profile and financial goals. I’m confident in Jim’s advice, because he explains clearly why it makes sense in the broad scheme of our current position and future goals.
~ Anon
Jim was very pro-active in helping Fiona and I step back and look at the bigger picture of our finances and where we wanted to head with our investments. We now have a much clearer understanding of what we need to focus on to reach our family goals. In addition, it is very comforting to know that if the worst happened we have comprehensive contingencies in place and a trusted adviser who does and would continue to look after our families best interests.
~ Wayne Spice
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.
~ Brad & Danah Pillinger
Jim single-handedly has radically impacted my view of the financial planning industry. Upfront he is clear about the methods he use, about his views on risk diversification and about his determination to create a strategy and stick to it. He listens carefully and is able to bring clarity to his client’s jumbled thinking, rationally dealing with suggestions, and in an inclusive manner coming to mutually agreed goals. He is focused on the long term, while at the same time making provision for major cash inflow or outflow requirements.”
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