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 Tony Davies, Financial Adviser Gosford, please click on “Make An Appointment” above, or contact us directly.

Our Services

Tony 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:

• 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 Savings Account Products
• Securities
• Superannuation – All
• Self Managed Superannuation Funds
• A person’s existing holding in a superannuation product
• Standard Margin Lending Facility

About Tony Davies

Tony is a highly experienced Financial Adviser who has been helping clients both big and small to achieve their financial and lifestyle goals since 1993 through creating personal and tailored strategies. A dedication to providing the highest quality service and a strong desire to see his clients succeed is what sets him apart in the industry.

Tony holds an Advanced Diploma in Financial Services (Financial Planning) and he undertakes regular ongoing training to ensure his knowledge and skills are kept up to date.

Tony has met the FASEA exam standards required by law.

When not engaged in Financial Planning, Tony most enjoys spending time with his family, playing golf and camping and keeping up to date with the soccer, although his playing days are long behind him.

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.