Tony Davies
Tony Davies
Fiducian Financial Services

Tony Davies

NSW - Regional

Email
Phone
Address
Suite 1, 28 Barralong Rd, Erina NSW 2250
PO Box 3735, Erina NSW 2250
investment performance

Understand your financial and lifestyle goals

  • 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 Planner 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 Planner who has been helping Clients; both big and small achieve their financial and lifestyle goals since 1993 through creating personal, 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.

    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.

    Tony has passed the FASEA Adviser Exam as required under the Corporations Act 2017.

  • 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.

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Start professional assistance with your financial plan

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