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 consultation with Dianne Chalk, Financial Adviser Illawarra, please click on “Make An Appointment” above, or contact us directly.

Our Services

Dianne 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:

• Managed Investments including Managed
• Discretionary Account Services;
• Personal Superannuation;
• Retirement Planning;
• Deposit Products and Savings Plans;
• Centrelink Benefits, other Government Benefits and Aged Care Assistance;
• Budget and Cash Flow Planning;
• Government Bonds;
• Estate Planning;
• Salary packaging;
• Employer Superannuation;
• Life Risk Insurance within Superannuation;
• Specialist Life Risk Insurance;
• Business Risk Insurance;
• Credit Assistance and Debt management;
• Gearing and Margin lending.

About Dianne Chalk

Dianne Chalk is a CFP® professional who specialises in Aged Care as well as providing superannuation and retirement planning advice to pre-retirees and retirees. She is devoted to improving the status of women in the workplace, and actively shares best practice ideas with her peers.

During her career, Dianne has won many industry awards recognising her contribution to the industry and her work ethic. In 2015 Dianne won Beddoes Institute’s ‘Most Trusted Adviser’ recognition.

Dianne’s reputation is built on integrity, and the outstanding level of service and quality advice she and her team provides to all their clients.

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.