Fiducian Financial Services

Welcome to Fiducian Financial Services, your trusted partner in achieving your financial goals and lifestyle aspirations. Located in Doncaster East, Jackson Court, our institution offers a range of services including accounting, establishment, finance, insurance agency, and is considered a point of interest in Australia.

At Fiducian Financial Services, our team of fully qualified, licensed, and authorized financial planners are dedicated to providing you with personalized financial plans that will create, manage, and protect your wealth over the long term. We are proud to operate under the Fiducian Financial Services AFS license issued by the Australian Securities and Investments Commission (ASIC).

What sets us apart is our commitment to forming lasting relationships with our clients based on trust and integrity. We believe that quality financial advice can significantly improve your current financial position, regardless of your financial situation, investment objectives, or experience.

During your consultation, our financial planner will take the time to understand your overall financial position, as well as your hopes, aspirations, and desired outcomes. We have helped countless clients with similar needs and can assist you too. We understand that some individuals may be hesitant to seek help or may not believe that a financial planner can add value to their situation. We want to assure you that our services can make a positive impact on your financial future.

Our meetings are designed to be relaxed and comfortable, ensuring that you feel at ease throughout the process. We encourage you not to delay taking steps to secure your finances or obtain necessary insurance coverage. Procrastination can lead to unnecessary expenses, stress, and frustration.

The first meeting with us is a "get to know you" session where we will gather the necessary information to provide you with advice. We will review your insurances and superannuation, if applicable, and gain a better understanding of your reasons for seeking advice. This meeting may involve your significant other or business partner to ensure all parties are involved. We will answer any general questions and assure you of our ability to fully meet your needs and add value to your lifestyle.

In the second meeting or phone conference, we will discuss how we can help you achieve your goals and address any opportunities or threats that exist. We will answer any additional questions and proceed with the necessary steps to implement our recommendations. This meeting can be conducted face-to-face or via a phone conference if needed.

Once our advice is finalized, we will present it to you in writing, known as a Statement of Advice (SOA). We will ensure that you fully understand our recommendations and gain your approval to proceed with implementing them, including any necessary insurance or superannuation changes. Additionally, we can connect you with our business partners, such as mortgage brokers and lawyers, to provide extra value to your financial journey. If you know anyone who could benefit from financial advice, we are happy to assist them as well. This meeting typically involves all parties and is conducted face-to-face.

We offer a complimentary consultation to anyone interested in benefiting from our services. Please fill out the form on our website to get started.

Please note that Lindale Insurances Pty Ltd ATF Lindale Insurances Trust ABN 27 027 421 832 is a Franchisee of Fiducian Financial Services Pty Ltd, and we operate under the AFSL 231103 ABN 46 094 765 134.

The information provided on this website, including taxation details, is general in nature and may not consider your individual circumstances or needs. We strongly recommend seeking professional advice and reviewing a Product Disclosure Statement before taking any action.

Lastly, we would like to clarify that the views expressed in this publication are solely those of the author and do not reflect or indicate the views of Fiducian. Reproduction of this content in any form without the express written consent of the author is prohibited.

To review our privacy policies, please click here: Roy A McDonald Pty Ltd & Lindale Insurances|Fiducian.