Melbourne lockdown restrictions have eased and our Financial Planners and staff are now slowly returning to office on a rostered system.
While, we are still conducting telephone and video appointments for all our current and new clients, we are also working on opening our doors for face to face client appointments. We will require all our clients to wear a mask for the duration of their appointment. Our office has already been setup to be Covid safe.
We will keep you updated and look forward to seeing you all again soon. Please contact us via phone or email to arrange your appointment or select the make an appointment option above.
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 Martin Lin, Financial Planner Mt Waverley, please click on “Make An Appointment” above, or contact us directly.
Martin 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:
Martin has extensive experience as a Financial Planner and believes that all clients deserve to have their financial needs carefully considered with a view to meeting their personal needs and goals.
Martin holds an Advanced Diploma in Financial Advising and Master of Business. Additionally, he has a working knowledge of small business having successfully run his own company for a number of years, giving him a sound understanding of the challenges small businesses face.
Away from work, Martin enjoys spending time with his wife and two sons, playing golf and travelling.
As an Authorised Representative of Fiducian Financial Services, Martin is committed to providing you with a high level of service in a professional manner; including strategies to cover wealth creation, self managed super fund, risk management, tax strategies, pre-retirement and retirement advice, maximising Centrelink benefits, and arranging finances to minimise ongoing fees prior to entering Nursing Homes / Hostels.
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.
Our regular newsletter Fiducian Focus covers changes in Superannuation, Tax Legislation, the Economy and Financial Markets.
You can also read our Monthly Economic and Market Commentary from Fiducian Investment Manager, Conrad Burge.
