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Ivana Mootien

Fiducian Financial Services
Ivana Mootien

Macarthur, NSW

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 Ivana Mootien, Financial Planner Macarthur, please click on “Make An Appointment” above, or contact us directly.

 

Our Services

 

Ivana 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 Savings Account Products;
  • – Securities;
  • – Superannuation;
  • – A person’s existing holding in a Superannuation product;

Profile

About Ivana Mootien

 

Ivana has been working within the Financial Planning industry since 2016 and completed her Diploma of Financial Planning in 2019.

 

Over the past 4 years Ivana has been exposed to the frontend of financial planning and has worked in the background of the industry, providing her with in-depth knowledge and expertise across all key areas on the business. This has allowed her to work closely and alongside Senior Financial/Risk Advisers.

 

With the experience and knowledge she has gained over her time in the industry, Ivana brings a fresh faced prospective and is determined to help her clients achieve their financial goals, whilst building a trusting relationship with her clients.

News & Community

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