Phoebe Phan

About Phoebe Phan

Phuong Hoang Kim (Phoebe) Phan is an Authorised Representative of Fiducian Financial Services Pty Limited.

With a passion for helping individuals and families navigate their financial journey, Phoebe’s primary objective is to provide sound financial advice to alleviate stress and bring financial peace of mind. She is passionate about helping clients relieve financial burdens, whether it’s managing debt, saving for the future, or making informed investment decisions.

Phoebe holds a Bachelor of Commerce and a Graduate Diploma of Financial Planning.

Phoebe has met the ASIC Financial Adviser Exam Standard in accordance with Section 921B of the Corporations Act 2001.

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
• MDA Services

Retirement Savings Account Products

• Retirement and Savings Account Products

Securities

• Securities

Superannuation

• Superannuation – All
• Self-Managed Superannuation Fund
• A person’s existing holding in a superannuation product

Margin Lending Facility

• Standard Margin Lending Facility