Melbourne lockdown restrictions have eased and our Financial Planners and staff are now slowly returning to office on a rostered system.
While, we are still conducting telephone and video appointments for all our current and new clients, we are also working on opening our doors for face to face client appointments. We will require all our clients to wear a mask for the duration of their appointment. Our office has already been setup to be Covid safe.
We will keep you updated and look forward to seeing you all again soon. Please contact us via phone or email to arrange your appointment or select the make an appointment option above.
Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.
For an initial complimentary consultation with David Henry, Financial Planner Colac, please click on “Make An Appointment” above, or contact us directly.
David is a Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:
David has worked in the financial services industry since 1992. Prior to joining Fiducian Financial Services he has worked as a financial planner in a number of large organisations.
He holds the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA) and a Diploma of Financial Planning.
He is also an Associate of the Financial Planning Association of Australia. With these qualifications and experience, he is well qualified to help clients to achieve their financial goals.
Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal. A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family. We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.