Jenny Josephs
Jenny Josephs
Fiducian Financial Services

Jenny Josephs

Victoria

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Suite 1, 441 South Road, Bentleigh VIC 3204
investment performance

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 consultation with Jenny Josephs, Financial Planner Melbourne, St Kilda, please click on “Make An Appointment” above, or contact us directly.

    Our Services

    Jenny 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:

    • Deposit and Payment Products– Non-basic Deposit Products
    • Government Debentures, Stocks or Bonds
    • Investment Life Insurance Products
    • Life Risk Insurance Products
    • Managed Investment Schemes, including IDPS
    • MDA Services
    • Retirement and Savings Account Products
    • Securities
    • Superannuation– All
    • Self Managed Superannuation Funds
    • A person’s existing holding in a superannuation product
    • Standard Margin Lending Facility
  • About Jenny Josephs

    Jenny has extensive experience in a broad range of financial services and is passionate about providing investment and wealth protection advice. Her clients receive the highest standard of professional attention and she takes great pride in the personal service that she provides.

    As a dedicated financial planning professional, Jenny creates individual wealth accumulation strategies designed to assist her clients in reaching their lifestyle goals both now and in their future, whilst also ensuring they are protected from life’s unforeseen events.

    Jenny’s advice style is based on her positive outlook on life. Born in Germany, living in Italy and then moving to Australia at age 6, Jenny always sees the best in people and in a situation. One of her favourite sayings is “The best way to see the future is to create it”. She thinks that this philosophy applies to people from all walks of life and that it’s a universal language, which is just as well, as she is fluent in 5 languages.

    When not providing advice, Jenny enjoys listening to music, reading autobiographies, travelling on a regular basis and spending time with her daughter and granddaughter.

  • 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.


    Gwen and Derek

    “Dear Jenny

    You have been a blessing in disguise since that first day I met you over 20 years ago.

    Thank you from the bottom of our hearts for setting us up so well.

    Thank you”


    Barbara Way

    “To Whom it May Concern,

    I am writing this note to thank Jenny Josephs on behalf of myself and my husband Jeff Way.

    We have known Jenny, who has provided us with financial advice and direction, for over 20 years.

    A recent Health issue for Jeff has shown us how important it is to have somebody like Jenny supporting you in a time of need. Jenny was able to extract some trauma benefits from an old policy that we really had forgotten about. Her actions have made this time a lot easier.

    Once again thank you Jenny for your expert advice and support.”

  • 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.

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