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 Caroline Brown, Financial Adviser Caves Beach, please click on “Make An Appointment” above, or contact us directly.

Our Services

Caroline 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 Caroline Brown

Caroline can provide a complete review of your financial situation which can lead to financial solutions encompassing wealth creation, tax minimisation, investment, superannuation, retirement planning, estate planning and possible Centrelink benefits.

Caroline holds a Diploma in Financial Services, a Diploma of Superannuation Management, a Diploma in Financial Markets and a Diploma in Business Studies.

Caroline has been providing financial planning advice in Australia for over 20 years, prior to this Caroline was employed in her native home of Jersey, Channel Islands in the area of taxation advice.

Caroline has met the FASEA exam standards required by law.

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.