Company History

Fiducian was founded in June 1996 as an independent financial services and funds management company.  Fiducian first offered services in 1997, specialising in the provision of masterfund, client administration and financial planning services to Adviser Groups for their Clients.

The concept behind the establishment of Fiducian was simple, yet innovative in the Australian market.  Fiducian has grown by building comprehensive support services for financial planning Advisers to assist providing excellent advice and services to their clients as well as help grow their own businesses. 

Fiducian works closely with Adviser groups to continue to develop the products and services provided to them and to investors.

TIMELINE

May 2008
Fiducian launches Fiducian Business Services, a Knowledge Process Outsourcing initiative focussed on Accountancy Resourcing to support the growth of small to medium sized accounting practices.

September 2007
Fiducian launches the Fiducian India Fund. A rare opportunity for Australian investors, the fund offers exposure to a well-diversified portfolio of companies listed on Indian Stock Exchanges.

August 2007
Fiducian Portfolio Services Limited reports a consolidated net profit after income tax of $5.3 million for the 2007 financial year.

May 2007
Fiducian commences the roll out of the full version of FORCe Desktop financial planning software to provide its financial planning network with a comprehensive suite of planning and business tools.

November 2006
Fiducian launches its new FORCe Desktop financial planning, delivering updated portfolio modelling tools and information centre to its planning network.

May 2006
Funds in the Fiducian platforms reach $1 Billion dollars. The growth in inflows into the platforms is complemented by the outstanding performance of Fiducian's range of 'Manage the Manager' style funds, the Fiducian Funds, which also have Funds under Management in excess of $1 Billion.

March 2006
Bodinnars Personal Financial Planners and Money & Advice commence trading as Fiducian Financial Services.

August 2005
Fiducian Portfolio Services Limited reports a consolidated profit after income tax of $1.877 million for the 2005 financial year.

April 2004
The Fiducian Group grows with the acquisition of Money & Advice, a Tasmanian based financial planning company.

April 2004
A new look Fiducian Online is released with enhanced features to assist advisers and investors review and manage portfolios.

April 2004
Fiducian Online for Employers is launched to make managing employee contributions to the Fiducian Corporate Superannuation Service easier than ever.

March 2003
Fiducian's launches FORCeFP financial planning software, the latest addition to the Fiducian Online Resource Centre (FORCe) tool set, specially designed to help financial planners develop effective strategies and complying financial plans and efficiently manage their client database.

October 2002
Internet access, Fiducian Online, is launched to help our investors keep up to date on their superannuation and investment portfolios.

July 2002
FORCe on the web is released marking the first of Fiducian's new internet services.  Financial advisers now have online access to information and reporting to assist them in providing excellent service to their clients.

May 2002
Fiducian Portfolio Services Limited acquired Bodinnars Personal Financial Planners, one of Sydney's oldest and most respected retirement and investment planning specialists, further expanding the financial planning services offered by the Group.

December 2001
Fiducian moves to its new national headquarters at 1 York St in Sydney's CBD, Australia's financial heartland.

December 2001
New Client Administration Systems are implemented on schedule following significant investment in developing state of the art administration facilities, a strategic milestone in our aims of providing excellence in products and services for investors and advisers.

October 2001
The Fiducian Corporate Superannuation, a streamlined service providing administration, investment and reporting services to members of employer-sponsored superannuation funds is released.

July 2001
Fiducian established its own financial planning arm called Fiducian Financial Services Pty Ltd a rapidly growing network of financial planning franchises.

September 2000 
Fiducian listed on the ASX as a stepping stone to future growth. This enabled Fiducian to commence building new technology platforms to support the enhanced services and solutions for Advisers and Clients for the future.

May 2000
Fiducian Online Resource Centre, an information and tool centre, is released to advisers with access to the latest portfolio data from our systems and access a wide range of investment and technical information to assist them provide financial planning services to their clients.

April 1999
The Portfolio Review modelling software allowing advisers to download and review the latest portfolio data for their clients is released to accredited dealers and advisers.

June 1998
The Fiducian Strategic Asset Allocation modelling software, specially designed to assist financial advisers construct strategic portfolios for their clients, is released to accredited dealers and advisers.

March 1997
The Fiducian Investment Service is launched to provide a investment saving portfolio administration services for our clients.

January 1997
The Fiducian Superannuation Service is launched.  A  mastertrust for personal superannuation and allocated pensions, the Fiducian Superannuation Service is the first of Fiducian's leading  edge services designed for clients and financial advisers.