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 Joshua Charters, Financial Planner Canberra, please click on “Make An Appointment” above, or contact us directly.

Our Services

Joshua 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:

• Commonwealth Superannuation (MSBS, DFRDB, PSS and CSS);
• Personal Superannuation;
• Employer Superannuation;
• Wealth Creation;
• Life Risk Insurance;
• Estate Planning;
• Salary Packaging;
• Budget and Cash Flow Planning;
• Investments and Savings Plans;
• Retirement Planning;
• Centrelink, other Government Benefits and Aged Care.

Visit our website: https://www.fiduciancanberra.com.au/

About Joshua Charters

Joshua has been with Fiducian Canberra since 2015. He believes his training and experience in the Commonwealth, Public and Military superannuation schemes has given him the ideal foundation for his work as a Financial Planner in the Canberra market.

Joshua has passed the FASEA Adviser Exam as required under the Corporations Act 2017.

Joshua is a member of the Association of Financial Advisers and holds the following professional designations and qualifications:

• BEcon (Quantative Methods) from University of Queensland
• Diploma Financial Planning
• Advanced Diploma of Financial Planning

Joshua believes that empowering his clients with the knowledge they need to make better financial decisions is the most rewarding aspect of his job. He is also passionate about maintaining a high level of industry education, integrity, professionalism and building long term relationships with his clients.

Outside of Joshua’s work commitments he enjoys leading a healthy and active lifestyle which includes playing touch football, regular gym visits and working on lowering his golf handicap.

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.