Haden Lacey
MFP, BComm (Acc & FinPlan), JP - Financial Adviser Authorised Representative - ARN: 1238473
Fiducian Financial Services Buddina
Queensland
- fpsupport@fiducianfs.com.au
- Phone
- 0424 537 732
- Address
-
T2.308 Kon-Tiki Business Centre, 55 Plaza Parade, Maroochydore QLD 4558
Fiducian Financial Services Sunshine Coast
Queensland
- fpsupport@fiducianfs.com.au
- Phone
- 07 5444 1155
- Address
-
T2.308 Kon-Tiki Business Centre, 55 Plaza Parade, Maroochydore QLD 4558
About Haden Lacey
Haden is committed to building strong long-term relationships with his clients from the first meeting ensuring his clients remain on track to reach their stated goals and objectives. Haden’s honest and caring approach makes his clients fee comfortable and at ease.
He holds a Master of Financial Planning, a Bachelor of Commerce (Accounting and Financial Planning), an SMSF Specialist Course, and a Cert IV in Mortgage Broking. With such extensive financial planning experience, Haden is well qualified to advise clients on their financial future.
Haden has met the FASEA exam standards as required under the Corporations Act 2017.
Haden actively contributes to the local community and is proud of his involvements with the Cancer Council and he also volunteers as a Justice of the Peace.
Services
- Retirement Planning;
- Budget and Cashflow Planning;
- Centrelink Benefits, other Government Benefits and Aged Care Assistance;
- Salary Packaging;
- Personal Superannuation;
- Self-Managed Superannuation Funds;
- Employer Superannuation;
- Investments and Savings Plans;
- Debentures and Government Bonds;
- Deposit and Payment Products;
- Estate Planning;
- Securities;
- Life Risk Insurance within Superannuation;
- Credit assistance and Debt Management;
- Gearing and Margin Lending.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
About Haden Lacey
Haden is committed to building strong long-term relationships with his clients from the first meeting ensuring his clients remain on track to reach their stated goals and objectives. Haden’s honest and caring approach makes his clients fee comfortable and at ease.
He holds a Master of Financial Planning, a Bachelor of Commerce (Accounting and Financial Planning), an SMSF Specialist Course, and a Cert IV in Mortgage Broking. With such extensive financial planning experience, Haden is well qualified to advise clients on their financial future.
Haden has met the FASEA exam standards as required under the Corporations Act 2017.
Haden actively contributes to the local community and is proud of his involvements with the Cancer Council and he also volunteers as a Justice of the Peace.
Services
- Retirement Planning;
- Budget and Cashflow Planning;
- Centrelink Benefits, other Government Benefits and Aged Care Assistance;
- Salary Packaging;
- Personal Superannuation;
- Self-Managed Superannuation Funds;
- Employer Superannuation;
- Investments and Savings Plans;
- Debentures and Government Bonds;
- Deposit and Payment Products;
- Estate Planning;
- Securities;
- Life Risk Insurance within Superannuation;
- Credit assistance and Debt Management;
- Gearing and Margin Lending.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product