Fiducian Financial Services

NSW - Regional

Level 1, 345 Peel St, Tamworth NSW 2340
PO Box 610, Tamworth NSW 2340
investment performance

Understand your financial and lifestyle goals

  • About Fiducian Financial Services

    As qualified Financial Planners and Representatives of Fiducian Financial Services, we are committed and eager to provide you with the highest level of service in a professional manner.

    For an initial complimentary consultation with our Financial Planner in Tamworth, please click on “Make An Appointment” above, or contact us directly.

    Our Services

    Our representative from Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

    • Wealth creation;
    • Superannuation strategies;
    • Pre-retirement & retirement strategies;
    • Budget, debt and cashflow management;
    • Life risk insurance;
    • Centrelink & other Government benefits;
    • Portfolio reviews;
    • Managed investment schemes including IDPS;
    • Redundancy & early retirement planning;
  • What clients are saying

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

  • 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.

  • 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