Spencer Fuller & Associates in Bathurst, New South Wales | Financial service

Spencer Fuller & Associates

Locality: Bathurst, New South Wales

Phone: +61 2 6332 9210

Address: 207 Howick Street 2795 Bathurst, NSW, Australia

Website: http://www.spencerfuller.com.au

Likes: 242

Add/Update information

Reviews

Tags

• Business service
• Financial service
• Financial planner

25.01.2022 A major advantage of providing quality advice to people in Regional locations is the spectacular scenery. When the areas are this good, why would you ask the clients to come to a metro centre to discuss their affairs? Here, one of our Senior Financial Planners, Mark Anderson, is more than keen to go and meet the clients where they are comfortable. Vehicle selection depending on the types of roads is also very important!!!

24.01.2022 As opposed to the industry in general, here at Spencer Fuller & Associates we are dedicated to our business and clients. - We are investing significantly on education to ensure all advisers are exceeding the minimum education standards to continue delivering quality ongoing financial service to all of our clients. - We value the importance of advice and our clients having access to advisers throughout regional areas which is why we are acquiring more financial planning pract...ices throughout Regional NSW. Out of all of the noise, remember we are not going anywhere and are here for the long term! www.spencerfuller.com.au

14.01.2022 We would like to congratulate one of our Senior Financial Advisers, Mark Anderson, on successfully completing all education requirements well before the due date on 1 January 2024. Mark has taken the initiative to successfully pass the very first sitting of the FASEA exam and today has completed the first FASEA approved ethics bridging course offered making him one of the first advisers nationally to met the new minimum standard. Well done Mark on being an early adopter of t...he legislation changes!!! It is extremely important that you know what education that your current adviser has attained and what their current study plan is to ensure they are compliant by 2024. Attached is a link to the education standards ALL advisers must attain - irrespective of how long they have been in the industry. It is well worth asking your adviser where they are up to, or are they simply going to stick around until they have to leave the industry on 1 January 2024? If they havent started, why not? Here at Spencer Fuller & Associates we are committed to providing quality advice to Regional Australians for the long term and thats why all of our advisers are on track to complete the minimum education requirements well before the deadline. We fully support and endorse these minimums from the Government. Contact us for more details and how we can help with our Qualified staff. For reference, Mark has now completed: - Bachelor of Business (Finance) - Advanced Diploma of Financial Services (Financial Planning) - FASEA Exam - FASEA approved Ethics and Professionalism in Financial Advice *This list does not include Specialist Accreditation courses. https://www.fasea.gov.au/education-requirements/

12.01.2022 Come on up to George Park on Saturday to watch the Bathurst Bushrangers AFL Club contend for both the mens and ladies Central West AFL premierships. Proud supporters of the mighty bushies along with Bent Threads Menswear !!!

11.01.2022 We would like to congratulate one of our Senior Financial Adviser's, Mark Anderson, on successfully completing all education requirements well before the due date on 1 January 2024. Mark has taken the initiative to successfully pass the very first sitting of the FASEA exam and today has completed the first FASEA approved ethics bridging course offered making him one of the first advisers nationally to met the new minimum standard. Well done Mark on being an early adopter of t...he legislation changes!!! It is extremely important that you know what education that your current adviser has attained and what their current study plan is to ensure they are compliant by 2024. Attached is a link to the education standards ALL advisers must attain - irrespective of how long they have been in the industry. It is well worth asking your adviser where they are up to, or are they simply going to stick around until they have to leave the industry on 1 January 2024? If they haven’t started, why not? Here at Spencer Fuller & Associates we are committed to providing quality advice to Regional Australians for the long term and that's why all of our advisers are on track to complete the minimum education requirements well before the deadline. We fully support and endorse these minimums from the Government. Contact us for more details and how we can help with our Qualified staff. For reference, Mark has now completed: - Bachelor of Business (Finance) - Advanced Diploma of Financial Services (Financial Planning) - FASEA Exam - FASEA approved Ethics and Professionalism in Financial Advice *This list does not include Specialist Accreditation courses. https://www.fasea.gov.au/education-requirements/

10.01.2022 The Bathurst Bushrangers are your 2019 Central West AFL Premiers

07.01.2022 October has been a busy time here at Spencer Fuller & Associates as we further our commitment to providing Regional Australians with quality financial advice for the long term. Over the last three weeks we have secured All Round Financial Services in Port Macquarie; and Russell Dew Financial Services in Canberra. This is on top of our offices in Bathurst, Orange and North Sydney showing we are here for the long term and are embracing the regulation changes!!!!... https://allroundfinancial.com.au/ https://www.russelldew.com.au/ https://www.spencerfuller.com.au/

07.01.2022 Education of financial advisers should be a very high priority in your selection criteria as well as your relationship with them. Find out what qualifications your adviser has to ensure you are getting the best service possible.

06.01.2022 We would like to wish everyone a safe and happy Christmas period and New year. We would like to thank our magnificent clients for 2019. Together we have accomplished some amazing achievements and met plenty of lifestyle goals. We look forward to continuing this journey in 2020. Also, just a heads up that we will be closing our office from the afternoon of Friday 20th December until Monday 6th January 2020. If you feel you will require anything in this 2 weeks, please get in contact asap and we can be prepared before the time comes.

06.01.2022 To everyone going to Elton John tonight in Bathurst, we hope you have a wonderful time!

03.01.2022 Lets goooo!!!!!