About FCA Financial

FCA Financial advises clients on their personal and estate planning needs, business succession and retirement goals. We use the combined experience of all advisers within the practice to provide the best possible solutions for our clients.

Our focus is to provide peace of mind, empathy and simplify complex financial matters. We achieve this by establishing trust, obtaining comprehensive information about our client’s objectives and then providing clear communication and strategy to achieve their lifestyle and financial goals.
FCA Financial has built its reputation on experience, respect, integrity and excellence in client service.

FCA Financial Pty Ltd is a Corporate Authorised Representative of Aon Financial Planning & Protection Limited ABN 13 091 225 642 AFSL No: 239183.

The following advisers operate under FCA Financial Pty Ltd.:

David Mounsey
David has 25 years experience in financial services having worked in both funds management and life insurance. Having held previous senior management positions within the financial services industry David has gained valuable knowledge on product, pricing, taxation, marketing and advice.

David holds the following qualifications:

- Advanced Diploma Financial Services
- Diploma in Financial Markets (SIA)
- Associate Australian Insurance Institute (AAII)

To access David Mounsey’s adviser profile, click here

Jennifer Southgate

Jen has over 20 years of experience in the Financial Services industry as a Financial Adviser. Her focus has been on Risk Insurance and Superannuation.

Jen holds the following qualification:

- Diploma Financial Services (DFP)

To access Jennifer Southgate’s adviser profile, click here

Ashley Davidson

Ashley has 10 years experience in financial services. He commenced as a Relationship Manager with the NAB before becoming an Adviser in 2008. After working with a small Financial Planning practice in Hawthorn, Ashley moved to FCA Financial in 2009.

Ashley has the following qualifications:

Bachelor of Applied Science - Chemistry (Swinburne)
Graduate Diploma - Applied Finance and Investment (SIA/Kaplan)
Diploma of Financial Planning (Carlyle Institute)
Cert IV – Mortgage Broking (MFAA)
To access Ashley Davidson’s adviser profile, click here


Financial Services Guide (FSG)

ABOUT AON

Australia Pacific Region. Aon in Australia brings together its depth of resources, skills, products and services for insurance broking, reinsurance, risk management, financial planning, and employee compensation and benefits solutions. We have over 1,000 employees in Australia and we're continuing to build on our capacity to deliver high quality services.

Aon Corporation Limited in Australia is part of the worldwide Aon group of companies. A Fortune 500 company with headquarters in Chicago, Aon employs over 55,000 people working in 600 offices in more than 125 countries. Our global network means you have access to Aon group resources worldwide.

Aon Financial Planning & Protection is a financial planning arm of Aon in Australia. Aon Financial Planning & Protection is not owned or influenced by a bank, insurance company or financial institution. This means that our advice is comprehensive, objective and based purely on your needs.

Aon Financial Planning & Protection's financial planning services are offered to individuals, business owners, professional consultants, business executives, and association bodies. Whether you are just starting the journey to financial freedom, or about to retire and enjoy the rewards of your hard work, Aon Financial Planning & Protection has a range of services to meet your needs. Our comprehensive financial advice covers financial planning, life and income protection, wealth creation, investment strategies, estate planning, business insurance, superannuation and group risk insurance.

Our aim at Aon Financial Planning & Protection is to help you achieve your lifestyle objectives now and in the future by preparing and implementing a financial plan tailored to your specific needs.