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Tony Fenwicke profile image

Tony Fenwicke

Client Services at Kelly+_Partners No... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Kelly+Partners Chartered Accountants</span>
Intro Book
Tony Fenwicke is a seasoned financial professional with 6+ years of experience in superannuation, financial planning, and wealth management, holding a Bachelor of Economics degree from the University of New England.
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Location
Brookvale, New South Wales, Australia...
Skills
  • Superannuation
  • Financial Planning
  • Wealth Management
  • Investments
  • Smsf
  • Show all
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Bio

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Tony Fenwicke is a seasoned financial expert with a proven track record of delivering exceptional wealth management and financial advisory services. As a Chartered Accountant and Financial Planner, he has guided numerous clients in achieving their financial goals, from strategic financial planning to wealth accumulation and protection. With over 30 years of experience spanning various roles, including Principal at Palmers Willoughby & Dunne, Director at Wealth Definition Pty Limited, and Principal at W&D Financial Services, Tony has established himself as a trusted authority in the field. His expertise encompasses superannuation, investments, SMSF, financial services, and income protection, making him an invaluable asset to clients seeking tailored financial solutions. Tony holds a Bachelor of Economics from the University of New England and has completed a Higher Certificate from The Armidale School. He is well-versed in multiple languages and holds various certifications, further solidifying his position as a leading financial professional.

Experience

  • Kelly+Partners Chartered Accountants
    • Northern Beaches, New South Wales, Australia
    • Client Services at Kelly+_Partners Northern Beaches
      • Feb 2022 - Present
      • Northern Beaches, New South Wales, Australia
  • Wealth Definition Pty Limited
    • Narrabeen
    • Director
      • Mar 2016 - Feb 2022
      • Narrabeen

      Operating as Chartered Accountants, Financial Planners and a dedicated Lending team assisting clients to manage and build their wealth

  • W&D Financial Services
    • Brookvale and Mona Vale
    • Principal
      • Jun 2006 - Feb 2016
      • Brookvale and Mona Vale

      Operating as Chartered Accountants and Financial Planners assisting clients to manage and build their wealth

  • Palmers Willoughby & Dunne
    • Dee Why
    • Principal
      • Sep 2003 - May 2006
      • Dee Why

      Operating as Chartered Accountants and Financial Planners assisting clients to manage and build their wealth

  • Willoughby & Dunne & Co Pty Limited
    • Brookvale & Balgowlah
    • Principal
      • Dec 1985 - Sep 2003
      • Brookvale & Balgowlah

      Personal and Business Advisory ServicesChartered Accountants

  • Willoughby & Dunne
    • Crows Nest
    • Accountant
      • Sep 1977 - Dec 1985
      • Crows Nest

      Assisting clients with there accounts and compliance obligations

  • Peat Marwick & Mitchell
    • Sydney City
    • Accountant
      • Jan 1975 - Aug 1977
      • Sydney City

      Part of an audit team

Education

  • 1972 - 1974
    University of New England (AU)
  • 1966 - 1971
    The Armidale School

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