Eric Priebee

Fiducian Financial Services
Eric Priebee

Southern Highlands, NSW

About

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 Southern Highlands, NSW, 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.

Profile

Originally from Holland, although born in Australia, Eric Priebee has more than 25 years experience in both actuarial consulting as well as financial services. He has managed portfolios and developed strategies for High Net Worth individuals as well as corporate surplus cash assets. Prior to joining Fiducian, Eric was an Adviser with a firm which had as a major client group the Partners and clients of Deloitte Australia. Prior to this he was a Private Client Adviser and Portfolio Manager with Merrill Lynch.

Eric believes in working with clients through the entire process of achieving their financial and lifestyle goals. Building long term relationships with clients as their trusted Adviser, as well as providing them with the best in professional advice and personal service, are to Eric of the utmost importance.

After commencing a wine science degree at Charles Sturt University, Wagga, Eric was involved for a number of years in the wine industry as winemaker and chairman of a regional tourism organisation. Food and wine remain a passion for Eric.

Eric is a graduate in actuarial studies from the Vrije Universiteit in Amsterdam, The Netherlands as well as the Diploma of Financial Services (Financial Planning), SMSF Specialist Adviser certification and is completing the first stage of the Estate Planning Diploma.

Testimonials

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.

 

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