Satinder Kaur
AdvDipFP, BCom, MBA - Financial Adviser Representative - ARN: 1003276
Fiducian Financial Services South Perth
Western Australia
- fpsupport@fiducianfs.com.au
- Phone
- 08 9315 6800
- Address
-
Suite 2, Level 4/85 S Perth Esplanade, South Perth WA 6151
About Satinder Kaur
Experienced and qualified financial planning professional with a career spanning over 17 years across the banking, financial planning, and Insurance sectors, both nationally and internationally.
Passionate about financial planning and how it can positively impact the lives of many hard-working Australians. I believe in engaging clients via a collaborative approach for long-term engagement and relationships for many more years.
I am a mother, Wife, Mentor, Leader and Senior Financial Planner. I hold ADFP, B.Com in Eco Hons., MBA.
I am committed to providing a high level of professional engagement & advice in Wealth Creation, Tax Strategies, Insurance & Retirement advice.
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
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
About Satinder Kaur
Experienced and qualified financial planning professional with a career spanning over 17 years across the banking, financial planning, and Insurance sectors, both nationally and internationally.
Passionate about financial planning and how it can positively impact the lives of many hard-working Australians. I believe in engaging clients via a collaborative approach for long-term engagement and relationships for many more years.
I am a mother, Wife, Mentor, Leader and Senior Financial Planner. I hold ADFP, B.Com in Eco Hons., MBA.
I am committed to providing a high level of professional engagement & advice in Wealth Creation, Tax Strategies, Insurance & Retirement advice.
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
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