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Lonnie Weeks

Fiducian Financial Services
Lonnie Weeks

Hobart, TAS

About

About Fiducian Financial Services

 

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 Lonnie Weeks, Financial Planner Hobart, please click on “Make An Appointment” above, or contact us directly.

 

Our Services

 

Lonnie 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:

 

  • – Wealth Creation (no gearing)
  • – Personal Superannuation and Employer Superannuation
  • – Life Risk Insurance
  • – Budget and Cash Flow Planning
  • – Centrelink and other Government Benefits
  • – Aged Care Assistance
  • – Estate Planning
  • – Debt Management
  • – Superannuation
  • – Deposit and Fixed Interest Products
  • – Managed Discretionary Account Services
  • – Retirement Savings Accounts
  • – Self-Managed Superannuation Funds

Profile

About Lonnie Weeks

 

Lonnie Weeks has been a part of the financial planning industry since 2007 and has been providing advice to clients since 2011.

 

He currently holds an Advanced Diploma in Financial Planning and is continuing his studies towards a Graduate Diploma in Financial Planning.

 

Lonnie is a caring planner who makes the extra effort to get to know his clients and what is important to them. Helping clients set realistic personal and financial goals and staying on track to achieve them is something that Lonnie is passionate about.

 

Lonnie has passed the FASEA Adviser Exam as required under the Corporations Act 2017.

Testimonials

What clients are saying

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.

News & Community

Local News and Events

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