Surrey Hills
Surrey Hills
Fiducian Financial Services

Surrey Hills

Victoria

Email
Phone
Fax
Address
3/651-653 Canterbury Rd, Surrey Hills VIC 3127
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Understand your financial and lifestyle goals

  • Melbourne lockdown restrictions have eased and our Financial Planners and staff are now slowly returning to office on a rostered system.

    While, we are still conducting telephone and video appointments for all our current and new clients, we are also working on opening our doors for face to face client appointments. We will require all our clients to wear a mask for the duration of their appointment. Our office has already been setup to be Covid safe.

    We will keep you updated and look forward to seeing you all again soon. Please contact us via phone or email to arrange your appointment or select the make an appointment option above.

    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 a Financial Planner Melbourne Surrey Hills, please click on “Make An Appointment” above, or contact us directly.

    Our Services

    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:

    • Retirement Planning;
    • Budget and Cashflow Planning;
    • Centrelink Benefits, other Government Benefits and Aged Care Assistance;
    • Salary Packaging;
    • Personal Superannuation;
    • Employer Superannuation;
    • Investments and Savings Plans;
    • Debentures and Government Bonds;
    • Deposit and Payment Products;
    • Estate Planning;
    • Securities;
    • Life Risk Insurance within Superannuation;
    • Credit assistance and Debt Management;
    • Gearing and Margin Lending.
  • Stuart Gibson

    Kevin Tate

  • Get in touch

    What financial services are interested in?

    Your request have been sent to the Financial Planner.

Start professional assistance with your financial plan

Start professional assistance with your financial plan

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