Fiducian Financial Services Hunter Valley was established in March 2008 by Shane Pinkerton under a Franchise Agreement with Fiducian Financial Services Pty Ltd. Our Financial Planners, Shane Pinkerton and Amy Hoad, have extensive experience in a wide range of financial arrangements. Shane specialises in Centrelink Advice having worked for Centrelink as a Financial Services Officer, Wealth Creation, Superannuation, Business Planning Advice and all areas of Retirement Advice including Redundancy and High Net Worth individuals. Amy specialises in Wealth Accumulation, Superannuation and Investment and Personal Insurance Advice.
Our Client Services Team are bright, energetic and dedicated to helping our clients. Their positive and helpful attitude creates a fantastic culture within the office based on efficiency and getting results for our clients. Clients of Fiducian Hunter enjoy Quality Financial Planning with a dedicated support team to build and maintain long term relationships and positive experiences.
“As an Accountant it is important that a Financial Adviser be professional, able to quickly assess a clients needs, but most of all, understand why this individual person needs financial planning advice. I know that Shane Pinkerton and his team at Fiducian Financial Services deliver in all of these areas when dealing with Taggart Partners clients.”
“I have known Shane Pinkerton for more than 10 years and carried out accounting services for his companies for over 6 years. As a financial advisor, I have found Shane to be very knowledgeable in his field of expertise and feel I can use his services with confidence.”
Everyone wants to improve their financial position but we can be led in the wrong direction.
This series of Myth’s is what I hear as a Professional Financial Planner all the time and aims to help you look deeper into your own position and help you make informed and educated decisions that will ultimately help you stay on the right path to achieve your individual objectives.
|MYTH 1 – I NEED TO HAVE MONEY TO SEE A FINANCIAL PLANNER|
|MYTH 2 – THE ROYAL COMMISSION INTO FINANCIAL SERVICES MEANS FINANCIAL PLANNERS CAN’T BE TRUSTED|
|MYTH 3 – I’M GOING TO ROLLOVER ALL MY SUPERANNUATION FUNDS INTO THE ONE WITH THE BIGGEST BALANCE|
|MYTH 4 – MY HOME IS NOT A FINANCIAL ASSET|
|MYTH 5 – I DON’T NEED TO WORRY ABOUT MY SUPERANNUATION|
|MYTH 6 – I SHOULD BUY AN INVESTMENT PROPERTY|
|MYTH 7 – INDUSTRY SUPER AND INSURANCES|
|MYTH 8 – IT’S OK TO TAKE A COMPASSIONATE WITHDRAWAL FROM MY SUPER|
|MYTH 9 – INSURANCE IN SUPER IS A BAD THING|