Fennell West

www.fennellwest.com.au

Having originally worked together at the same firm in Colac, Ryan, Shane and Jarrod all felt that there was more they could offer their clients than 'just' sorting out finances. They identified a number of gaps in the offering of existing financial advisory agencies and institutions, and looking for a balance not available in their current roles, Ryan and Shane took the plunge in 2015 and launched Fennell West in Camperdown. An agency that from the very beginning was driven by a more holistic, relationships-based, and solutions-focused approach to financial advice and wealth management, they set out to achieve their "one point of trust" model, setting them apart from the perceived "hand-ball" culture that for so long existed within the financial services industry. With Jarrod joining the team, and all three partners being embedded in the Camperdown and Colac area; a local focus, strong sense of community and desire to form long-lasting relationships was something that was important for all. This local focus has been maintained throughout the business as Fennell West has grown into four locations, encompassing Camperdown, Colac, Geelong and Warrnambool.

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Having originally worked together at the same firm in Colac, Ryan, Shane and Jarrod all felt that there was more they could offer their clients than 'just' sorting out finances. They identified a number of gaps in the offering of existing financial advisory agencies and institutions, and looking for a balance not available in their current roles, Ryan and Shane took the plunge in 2015 and launched Fennell West in Camperdown. An agency that from the very beginning was driven by a more holistic, relationships-based, and solutions-focused approach to financial advice and wealth management, they set out to achieve their "one point of trust" model, setting them apart from the perceived "hand-ball" culture that for so long existed within the financial services industry. With Jarrod joining the team, and all three partners being embedded in the Camperdown and Colac area; a local focus, strong sense of community and desire to form long-lasting relationships was something that was important for all. This local focus has been maintained throughout the business as Fennell West has grown into four locations, encompassing Camperdown, Colac, Geelong and Warrnambool.

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Country

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Employees

11-50

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Founded

2015

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Social

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Practice Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Bank Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Adviser / Partner

    Email ****** @****.com
    Phone (***) ****-****

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