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.

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 David Henry, Financial Planner Cobden, please click on “Make An Appointment” above, or contact us directly.

Our Services

David is a 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:

• Wealth Creation, including Gearing
• Personal Superannuation and Employee Superannuation
• Self-Managed Superannuation Funds
• Life Risk Insurance
• Budget and Cash Flow Planning
• Centrelink and other Government Benefits
• Aged Care
• Estate Planning

About Anthony Amodeo

Anthony prides himself in providing financial advice of the highest quality, advice that is holistic and is in line with helping his clients achieve their goals and objectives.

Anthony believes that through educating his clients, this will help drive the most appropriate outcomes for them, as together they can make well informed financial decisions about their financial future.

He is also an Authorised Representative of the Financial Planning Association of Australia. Anthony holds a Bachelor of Commerce with a major in Financial planning and Accounting and undertakes regular training to ensure his skills and education are kept up to date.

Anthony has passed the FASEA Adviser Exam as required under the Corporations Act 2017.

What clients are saying

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.