Fiducian Financial Services

Rodney Lavin

CFP®, CPA (FPS), DipFP, BEc, JP

Financial Adviser Authorised Representative

ARN: 299168

Fiducian Financial Services Traralgon

Phone

0408 395 495

Address

Suite 3, 82 Argyle Street, Traralgon VIC 3844

Rodney Lavin

About Fiducian Financial Services

As a qualified Financial Planner and Representative of Fiducian Financial Services, I am committed and eager to provide you with the highest level of service in a professional manner.

For an initial complimentary consultation with Rodney Lavin, Financial Adviser Traralgon, please click on “Make An Appointment” above, or contact us directly.

Our Services

Rodney 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

Superannuation

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

Margin Lending Facility

  • Standard Margin Lending Facility