Jenny Josephs

Fiducian Financial Services
Jenny Josephs

St Kilda, VIC

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 consultation with Jenny Josephs, Financial Planner Melbourne, St Kilda, please click on “Make An Appointment” above, or contact us directly.

Our Services

Jenny Josephs is an Authorised 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– All
  • Self Managed Superannuation Funds
  • A person’s existing holding in a superannuation product
  • Standard Margin Lending Facility

Profile

About Jenny Josephs

Jenny has extensive experience in a broad range of financial services and is passionate about providing investment and wealth protection advice. Her clients receive the highest standard of professional attention and she takes great pride in the personal service that she provides.

As a dedicated financial planning professional, Jenny creates individual wealth accumulation strategies designed to assist her clients in reaching their lifestyle goals both now and in their future, whilst also ensuring they are protected from life’s unforeseen events.

Jenny’s advice style is based on her positive outlook on life. Born in Germany, living in Italy and then moving to Australia at age 6, Jenny always sees the best in people and in a situation. One of her favourite sayings is “The best way to see the future is to create it”. She thinks that this philosophy applies to people from all walks of life and that it’s a universal language, which is just as well, as she is fluent in 5 languages.

When not providing advice, Jenny enjoys listening to music, reading autobiographies, travelling on a regular basis and spending time with her daughter and granddaughter.

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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