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 Hewitt Financial Advice 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 Hewitt

Part of the Aon Corporation, Aon Hewitt is the global leader in human resource consulting and outsourcing solutions. Our consulting services help leading organisations around the world solve their most important people and HR challenges. We also help individuals achieve financial wellbeing.

In Australia, Aon Hewitt provides consulting services and solutions to clients in the areas of superannuation and retirement, financial advice, workers’ compensation, occupational health and safety, workforce risk solutions, employee benefits, talent and employee engagement, remuneration and incentives, total rewards, actuarial services, and mergers and acquisitions.

With more than 29,000 professionals in 90 countries, Aon Hewitt makes the world a better place to work for clients and their employees.