Fiducian Financial Services

Amy Lippis

DipFP

Financial Adviser Authorised Representative

ARN: 1259588

Fiducian Financial Services Nowra

NSW - Regional

Phone

02 4423 7333

Address

Suite 1/390 Princes Highway, Bomaderry NSW 2541

Amy Lippis

As a qualified Financial Adviser and an Authorised Representative of Fiducian Financial Services, Amy enjoys assisting clients along with the rest of the experienced professional Fiducian Nowra team, all of whom work towards delivering actual value to their clients.

The Fiducian core values of integrity, trust and expertise are of the highest importance to Amy and the Fiducian Nowra team when assisting and caring for their client’s financial wellbeing.

At Fiducian Nowra we provide a comfortable professional partnership with a wide range of clients and genuinely care for our client’s financial prosperity and will assist you based on advice which is in your best interest.

Amy has worked in various roles within the financial services industry for over 13 years, with over 10 years in the current business. Amy has completed a Diploma of Financial Planning and continues to undertake training to ensure ongoing professional development.

Amy is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

Advice Areas

  • Wealth Creation, including Gearing
  • Superannuation Strategies (including defined benefit schemes)
  • Self-Managed Superannuation Funds
  • Life Insurance
  • Cash Flow Planning
  • Centrelink
  • Departments of Veterans' Affairs
  • Aged Care
  • Estate Planning
  • Debt Management
  • Salary Packaging
  • Retirement Planning
  • Redundancy Planning

Products

Deposit and Payment Products

  • Deposit and Payment Products
  • Non-basic Deposit Products

Government Debentures, Stocks or Bonds

  • Government Debentures, Stocks or Bonds

Life Products

  • Investment Life Insurance Products
  • Life Risk Insurance Products

Managed Investment Schemes

  • Managed Investment Schemes, including IDPS

Retirement Savings Account Products

  • Retirement and Savings Account Products

Securities

  • Securities

Superannuation

  • Superannuation – All
  • Self-Managed Superannuation Fund
  • A person’s existing holding in a superannuation product

Margin Lending Facility

  • Standard Margin Lending Facility