Fiducian Financial Services Penrith

Welcome to Fiducian Financial Services Penrith! Located on Tindale Street, our establishment is a trusted and licensed provider of financial planning services in Australia.

At Fiducian Financial Services Pty Ltd, we pride ourselves on offering expert advice and assistance in various financial products and services. Our dedicated team, led by Allen, an experienced and knowledgeable financial adviser with over 20 years of experience, is committed to helping you navigate the complexities of wealth creation, preservation, retirement planning, and more.

Allen, a CERTIFIED FINANCIAL PLANNER® professional and an Authorised Representative of Fiducian Financial Services Pty Ltd, possesses a deep understanding of financial strategies and takes great satisfaction in guiding individuals towards a secure and prosperous retirement. With a comprehensive knowledge of Centrelink and Aged Care rules, Allen is also equipped to assist with Age Pension applications and entry into Aged Care.

We firmly believe that quality financial advice can greatly enhance your financial situation, and we prioritize building strong relationships with our clients. Trust, advice, support, and re-assurance form the foundation of our professional relationship with you and your family, ensuring that your financial plan is tailored to your specific needs and goals.

Don't just take our word for it - many of our satisfied clients have expressed their delight with the service they have received from their Fiducian Financial Adviser and happily recommend us to others.

In addition to our personalized services, we also provide valuable insights through our Monthly Economic and Market Commentary, written by Conrad Burge, Fiducian Investment Manager.

To start your journey towards a comprehensive financial plan, simply reach out to us and our Financial Adviser will be ready to provide professional assistance. Your financial future is our priority at Fiducian Financial Services Penrith.