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FINANCIAL PLANNING SERVICES

Fiducian provides a wide range of services designed to assist financial advisers build their businesses for their benefit and most importantly for the benefit of their clients, whether they are individual investors, employers or institutional investors.

Fiducian's services are available to accredited dealers and financial advisers within the Fiducian Group. 

We are very selective in offering our services and support as accredited advisers must aim to offer a superior quality of financial advice and the highest standard of client service.  The range of services includes:

  • Portfolio / Wrap Administration Services
  • Fiducian Funds Management, a Manage The Manager System
  • Investment & Product Research
  • Technical Research
  • Para-planning Services
  • Professional Development
  • Advisers Council
  • Financial Planning Software
  • Financial Planning Network
  • Risk Insurance
  • Practice Management Support
  • On-line reporting

Through conferences, training, Fiducian's Adviser Council and sharing of ideas, advisers have access to a special network, where support comes from their peers as well as from Fiducian, a unique concept in the financial planning world.

Their clients in turn can be reassured by the fact that their adviser is an integral part the Fiducian network and has a real interest in their prosperity.

Fiducian's focus on achieving excellence in portfolio administration, technical, investment and software services, provides advisers with the tools and support to ensure they are worthy of their clients' confidence.

If you are interested in becoming an accredited dealer or would like to establish a financial planning service within the Fiducian Group, please contact us on 02 8298 4600.