Lauren Shen
DipFP, AdvDipFP, JP - Financial Adviser Authorised Representative - ARN: 305773
Fiducian Financial Services Ultimo
NSW - Metropolitan
- fpsupport@fiducianfs.com.au
- Phone
- 02 9389 2668 0431 576 911
- Address
-
Suite 23, 89-97 Jonese Street, Ultimo NSW 2007
About Lauren Shen
Lauren Shen has 15 years experience as a financial planner. Prior to that, she worked in the banking industry including Commonwealth Bank of Australia and Citi Groups of Australia.
She specialises in Retirement Planning, Wealth Creation and Risk Protection Strategies for personal and SMEs clients. Lauren is dedicated to helping clients achieve their financial objectives and lifestyle goals so they can focus on the things that matter most to them.
When not engaged in Financial Planning, Lauren enjoys playing golf, tennis and swimming.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- 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
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
About Lauren Shen
Lauren Shen has 15 years experience as a financial planner. Prior to that, she worked in the banking industry including Commonwealth Bank of Australia and Citi Groups of Australia.
She specialises in Retirement Planning, Wealth Creation and Risk Protection Strategies for personal and SMEs clients. Lauren is dedicated to helping clients achieve their financial objectives and lifestyle goals so they can focus on the things that matter most to them.
When not engaged in Financial Planning, Lauren enjoys playing golf, tennis and swimming.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- 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
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product