Fiducian Financial Services

Michelle Halvorsen

AFP®, BCom(FP)

Financial Adviser Authorised Representative

ARN: 256680

Fiducian Financial Services Caboolture

Queensland

Phone

1800 316 992

Address

Unit 6, Level 1/20 King Street, Caboolture QLD 4510

PO Box 3297, Victoria Point West QLD 4165

Michelle Halvorsen

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 Michelle Halvorsen, Financial Adviser Caboolture, please click on “Make An Appointment” above, or contact us directly.

Our Services

Michelle 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:

Advice Areas

  • Wealth Creation Strategies
  • Superannuation Strategies (including defined benefit schemes)
  • Self-Managed Superannuation Funds
  • 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
  • Self-Managed Superannuation Fund
  • A person’s existing holding in a superannuation product

Margin Lending Facility

  • Standard Margin Lending Facility