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 Michael Farrugia, Financial Planner Ivanhoe, please click on “Make An Appointment” above, or contact us directly.
Michael 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:
Michael has been working in the finance industry since 2006 and first became an authorised financial adviser in 2011. He helps his clients to secure their financial objectives by understanding their personal needs, implementing strategies and partnering with them as a mentor.
Michael holds a Diploma of Financial Services, is working towards a Masters Degree in Applied Finance, and is accredited with the Financial Planning Association. He is committed to providing you with a high level of professional service and strategies for wealth creation and protection, superannuation, retirement planning and estate planning.
Michael has passed the FASEA Adviser Exam as required under the Corporations Act 2017.
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.
