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, 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 operates under its own Australian Financial Services Licence which put our clients in the enviable position of having a relationship with a small business that cares deeply about them and the outcomes they achieve. Fenwicke Financial engages in a range of support services from market leading companies in vital areas such as investment research and technical support to help us stay 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.
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.