Like to join
the Fiducian family?

Fiducian is a well-established boutique wealth management business with a flexible and diverse investment offering, all built around tailored personal service.

Fiducian aims to be one of the most trusted financial services organisations in Australia to our clients and one of the most recognised and respected in the eyes of the industry.

Are you a financial planner who:

  • Is passionate about your client’s experience?
  • Shares Fiducian’s values and client-focused culture?
  • Would like to grow with us?
  • Is seeking greater profitability to achieve your business goals?
  • Is prepared to share ideas, help and seek assistance from others in the financial planning network?

If so, we would love to hear from you.

Why Fiducian Financial Services?

Fiducian’s financial planning franchise system is used by over 50 thriving financial planning businesses, who are reaping the benefits of our ‘dynamic approach’ to ongoing training, development and support.

 

This approach gives you a unique opportunity to build your business. Unlike other full service offers with higher minimum fixed fees per planner, Fiducian planners start with a considerably lower fixed fee and then support is provided with our tailored systems and services.

 

Joining Fiducian Financial Services also offers many other benefits, including:

  • Exclusive training and access to our unique, scalable, sustainable and efficient processes
  • Practice support with strategy, planning and establishing a unique client value proposition in your target market
  • Support with business operations, compliance, recruitment, training, marketing, revenue collection and reporting
  • Inclusion into our national network of collegiate ‘technical’ minded financial planners.
  • Cost effective and reliable technology systems for efficient implementation of advice
  • Continuity of operations
  • Longevity in the business and achievable work life balance choices
  • Integrated technical and paraplanning support
  • Experienced administration and timely processing
  • Structured technical training to satisfy continuing education and development programs

Benefits of a
Fiducian franchise

  • The Fiducian difference

    • Experienced industry leadership
    • Scalable and efficient processes
    • Proven, simple and trusted solution
    • Consistent development and support to benefit principal, staff and clients
  • Products and systems

    • Great products and providers
    • Cost effective, reliable technology
    • Efficient administration with timely processing
  • Practice support and training

    • Tailored internal training program
    • On-call in-house technical services team for advice and updates on strategic financial planning, superannuation and Centrelink regulations
    • Support with operations, compliance, recruitment, training, marketing, revenue collection and reporting
    • Ongoing development support for principals, staff and clients
    • Integrated technical and paraplanning support
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