David Henry
David Henry
Fiducian Financial Services

David Henry

Victoria

Email
Phone
Address
56 Hesse St, Colac VIC 3250
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Understand your financial and lifestyle goals

  • 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 Colac, 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
    • –ersonal 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 David Henry

    David has worked in the financial services industry since 1992. Prior to joining Fiducian Financial Services he has worked as a financial planner in a number of large organisations.

    He holds the internationally recognised Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA) and a Diploma of Financial Planning.

    He is also an Associate of the Financial Planning Association of Australia. With these qualifications and experience, he is well qualified to help clients to achieve their financial goals.

  • 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.

  • 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

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