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 Lauren Shen, Financial Adviser Ultimo please click on “Make An Appointment” above, or contact us directly.

Our Services

Lauren 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 Lauren Shen

Lauren Shen has 15 years experience as a financial planner. Prior to that, she worked in the banking industry including Commonwealth Bank of Australia and Citi Groups of Australia.

She specialises in Retirement Planning, Wealth Creation and Risk Protection Strategies for personal and SMEs clients. Lauren is dedicated to helping clients achieve their financial objectives and lifestyle goals so they can focus on the things that matter most to them.

When not engaged in Financial Planning, Lauren enjoys playing golf, tennis and swimming.

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.