Michael Peter Fennell, AFP®

Name Michael Peter Fennell AFP®
Company The Wealth Connection
Address 2/34 Moore St
Austinmer, NSW 2515
Phone 0416 457 288

Throughout my career in Financial Planning, I have serviced a diverse range of clientele, spanning high net-worth clients, corporate, private and public sector executives, small to medium business owners, young accumulators, retirees and families. My capacity for problem solving and keen interest in helping people identify what’s really important to achieve their financial and lifestyle objectives, drives client outcomes. I have a strong interest in financial markets, succession planning, intergenerational advice, superannuation, self-managed super funds, retirement planning, estate planning, philanthropy and technical strategy to maximise any clients situation.

My energy and drive to make a difference in the Financial Advice industry translates to the experience I impart to my clients, with a focus on delivering a highly integrated and holistic wealth management service. My goal is to ensure that each of my clients feel valued, financially secure and have a thorough understanding of their financial position, and the path to reaching their financial goals and objectives. It is my intention to build honest, trusted and lasting relationships with each of my clients and to grow together throughout each step of The Wealth Connection journey. Outside of my professional life, I lead a fit, healthy and family-oriented lifestyle and have a love of the ocean and surfing.

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