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 James, Financial Adviser Kelso, please click on “Make An Appointment” above, or contact us directly.

Our Services

James 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 James Campbell

James has over 28 years’ experience as a Financial Adviser and is committed to building and maintaining long term relationships with his clients.

James is a CERTIFIED FINANCIAL PLANNER® professional, which he has held since 1998. He completes regular ongoing training to ensure that he meets the financial planning industry standards on knowledge and education.

James specialises in pre and post retirement planning (Super / Pension Funds), wealth creation strategies (Managed Funds) as well as personal (Insurance) protection.

James has met the FASEA exam standards required by law.

Away from work, James has been married for over 30 years and is a father of four adult sons.

What clients are saying

Fiducian Financial Advisers believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Adviser 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 Adviser and who are happy to recommend their Fiducian Financial Adviser.

Ed & Kris

NSW

“Dear Therese,

We would like to express our gratitude to you and your staff for the prompt and professional service you have given us. You looked after us with such personal attention in advising us in restructuring our financial needs. We are very happy now all our financial concerns have been resolved. Now we can enjoy a worry free retirement.

Thank you so 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.