Stephen Batchelor

Fiducian Financial Services
Stephen Batchelor

Ringwood, VIC

About

About Fiducian Financial Services

As a qualified Financial Planner a Representative of Fiducian Financial Services, I am committed and eager to provide you with the highest level of service in a professional manner.

For an initial complimentary consultation with Stephen Batchelor, Financial Planner Ringwood, please click on “Make An Appointment” above, or contact us directly.

Our Services

Stephen Batchelor is a 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
  • Gearing and Margin Lending
  • MDA Services
  • Retirement Savings Account Products
  • Securities
  • Personal Superannuation
  • Employer Superannuation
  • Self Managed Superannuation Funds

Profile

About Stephen Batchelor

With over 20yrs experience in Financial Planning, Stephen realises that getting to know your clients, understanding their goals and aspirations, combined with a commitment to quality advice and service are the qualities clients look for in building long term relationships with their planners.

Stephen commenced his financial planning career with AMP and prior to joining Fiducian worked for 2 of the major banks as a senior planner.

Stephen holds a Diploma of Financial Planning and is currently finalising his studies for the completion of a Bachelor Degree in Financial Planning. Stephen continues to maintain his professional authority through ongoing education, training and development.

Away from the office Stephen enjoys spending time with his wife and 2 young boys. He enjoys mountain biking and getting out on the water with his Jetski.

As an Authorised Representative of Fiducian Financial Services, Stephen is committed and eager to provide you with a high level of service in a professional manner; including strategies to cover wealth creation, pre-retirement and retirement advice, maximising Centrelink benefits, minimising tax in retirement and re-arranging finances to minimise ongoing fees prior to entering Nursing Homes / Hostels.

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.

News & Community

Local News and Events

Make an Appointment

FIND A FIDUCIAN FINANCIAL PLANNER NEAR YOU
Top