Allen Dickman
Allen Dickman
Fiducian Financial Services

Allen Dickman

NSW - Metropolitan

Level 3, 9 Tindale Street, Penrith NSW 2750
investment performance

Understand your financial and lifestyle goals

  • 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 Allen Dickman, Financial Planner Penrith, please click on “Make An Appointment” above, or contact us directly.

    Our Services

    Allen 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:

    • Retirement Planning;
    • Budget and Cashflow Planning;
    • Centrelink Benefits, other Government Benefits and Aged Care Assistance;
    • Salary Packaging;
    • Personal Superannuation;
    • Employer Superannuation;
    • Investments and Savings Plans;
    • Debentures and Government Bonds;
    • Deposit and Payment Products;
    • Estate Planning;
    • Securities;
    • Life Risk Insurance within Superannuation;
    • Credit assistance and Debt Management;
    • Gearing and Margin Lending.
  • About Allen Dickman

    Allen has been a financial planner for more than 20 years. He has a sound understanding of financial strategies, from wealth creation through to wealth preservation. He gains special satisfaction from helping people to prepare for and enter into retirement. Allen has a broad knowledge of the Centrelink and Aged Care rules and loves to help people with their Age Pension applications and entry into Aged Care.

    Allen is a Certified Financial Planner (CFP®) and he also holds a Diploma of Financial Planning.

    Allen 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.

    Greg & Gwennie O’Connor
    Sydney, NSW

    “I have found the personal service I receive from James Bucknell, Financial Planner Bondi at Fiducian to be of the highest calibre and very professional and would not hesitate in recommending this company. I previously had my finance affairs looked after with another very large company and was totally dissatisfied with their lack of personal contact, service and advice”

  • 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.

  • Get in touch

    What financial services are interested in?

    Your request have been sent to the Financial Planner.

Start professional assistance with your financial plan

Start professional assistance with your financial plan