Ian Swanepoel

Fiducian Financial Services
Ian Swanepoel

Sale, VIC

About

About Fiducian Financial Services

As a qualified Financial Planner and Representative of Fiducian Financial Services, I am committed and eager to provide you with the highest level of service in a professional manner.

For an initial complimentary consultation with Ian Swanepoel, Financial Planner Sale, please click on “Make An Appointment” above, or contact us directly.

Our Services

Ian Swanepoel 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:

  • Deposit and Payment Products – Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Investment Life Insurance Products
  • Life Risk Insurance Products
  • Managed Investment Schemes, including IDPS
  • MDA Services
  • Retirement and Savings Account Products
  • Securities
  • Superannuation
  • A person’s existing holding in a Superannuation product
  • Standard Margin Lending Facility

Profile

About Ian Swanepoel

Originally from South Africa, Ian has more than 20 years of experience in both actuarial consulting and financial services. Ian has a Bachelors Degree in Insurance Science, a Post Graduate Diploma in Financial Planning and has completed the Diploma of Financial Planning and the Diploma of Finance and Mortgage Broking Management through the International Institute
of Technology.

He is also a member of the Financial Planning Association.

Ian is dedicated  to build long-term relationships and create and implement beneficial and tailored financial solutions that will secure financial wellbeing. He believes in the authentic ability to communicate strategic and sound financial advice.

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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