Fiducian Financial Services

Kevin Tate

AdvDipFS (FP)

Financial Adviser Representative

ARN: 1004029

Fiducian Financial Services Surrey Hills

Phone

03 9279 6300

Address

3/651-653 Canterbury Road, Surrey Hills VIC 3127

Kevin Tate

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 Kevin Tate, please click on “Make An Appointment” above, or contact us directly.

Our Services

Kevin 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:

Advice Areas

  • Wealth Creation Strategies
  • Superannuation Strategies (including defined benefit schemes)
  • Life Insurance
  • Cash Flow Planning
  • Centrelink
  • Departments of Veterans' Affairs
  • Aged Care
  • Estate Planning
  • Debt Management
  • Salary Packaging
  • Retirement Planning
  • Redundancy Planning

Products

Deposit and Payment Products

  • Deposit and Payment Products
  • Non-basic Deposit Products

Government Debentures, Stocks or Bonds

  • Government Debentures, Stocks or Bonds

Life Products

  • Investment Life Insurance Products
  • Life Risk Insurance Products

Managed Investment Schemes

  • Managed Investment Schemes, including IDPS

Retirement Savings Account Products

  • Retirement and Savings Account Products

Securities

  • Securities

Superannuation

  • Superannuation – All
  • A person’s existing holding in a superannuation product