Caroline Brown
Caroline Brown
Fiducian Financial Services

Caroline Brown

NSW - Regional

POST BOX PO Box 129, Swansea NSW 2281
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 Caroline Brown, Financial Planner Central Coast, 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 Brown 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 undertakes regular ongoing training to ensure her technical knowledge and skills are kept up to date.

    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.

    When not engaged in financial planning Caroline enjoys scuba diving and spending time with her family.

  • What clients are saying about Caroline Brown

    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.

    Louise Dalla-Bona
    Padstow, NSW

    “We appreciated very much to be associated with you for managing our finance in the past and present. We would recommend you to anybody for your honesty integrity and prompt professional service. We thank you very much.”

  • 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