We recommend Fenton & Associates for all of your financial planning needs.
We refer our clients to Joanne Spiteri as we want to ensure that they receive appropriate qualified and ethical advice that is suitable to their needs.
Fenton & Associates is privately owned and turns 20 this year.
Some of the main areas of advice Fenton & Associates Adviser’s provide include tax minimisation, wealth creation, debt management and reduction, risk insurance, aged care, superannuation and self-managed superannuation.
Joanne is a Certified Financial Planner who has been with Fenton & Associates for over 10 years.
The first appointment with Joanne is free of charge and obligation. If Joanne is able to help you, following the first appointment she will send a proposal outlining the work that can be undertaken and the associated cost… you then decide if you wish to proceed
Teresa Tran & Associates do not receive any financial benefit by referring to Fenton & Associates – we just want to ensure that our clients are well looked after.
Please be assured that Fenton & Associates are not tied directly to any one institution or funds management company, they utilise a range of investment and insurance products.
Testimonials
Please see below for testimonials from clients we have referred to Joanne:
“Joanne Spiteri has been our financial adviser for a number of years. We value and have complete confidence in her advice. She has a deep understanding of our personal affairs and always responds to our requests for assistance efficiently and very promptly. We would have no hesitation in recommending Joanne to friends and colleagues.”
Liz and Denny McGeorge
“I have known Joanne Spiteri for five years as my financial adviser at Fenton & Associates. Her working standard has always been professional, but more importantly, Joanne works in a friendly manner. I do not ever hesitate in looking for her guidance in my financial matters. I will always recommend Joanne Spiteri to anyone who needs a top financial planner.”
Angela Toh
”I have been a client of Joanne’s for approximately 4 years and have found her to always be very friendly & helpful with all business executed in a very professional manner.”
Paul Haslam