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 Peter Jones, Financial Adviser Osborne Park, please click on “Make An Appointment” above, or contact us directly.

Our Services

Peter 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:

• 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
• A person’s existing holding in a Superannuation product

About Peter Jones

Peter has over 22 years experience as a Financial Planner, operating his own Practice for much of that time. He also is a Director of an Incorporated Legal Practice that specialises in Estate Planning, Probate, Estate Administration and Special Disability Trusts.

He is focused on building strong relationships with clients and providing quality advice to suit his clients goals and objectives. Peter holds a DipFP from the Financial Planning Association and has a Bachelors Degree from the University of Western Australia.

What clients are saying

Fiducian Financial Advisers believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Adviser 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 Adviser and who are happy to recommend their Fiducian Financial Adviser.

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.