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COMPANY HISTORY

Fiducian was founded by Indy Singh, Managing Director in June 1996 as an independent financial services and funds management company. Fiducian first offered services in 1997, specialising in the provision of masterfund, client administration and financial planning services to Adviser Groups for their Clients. The concept behind the establishment of Fiducian was simple, yet innovative in the Australian market. Fiducian Portfolio Services then listed on the Australian Securities Exchange in 2000 (ASX: FPS) and has now grown to encapsulate services including Funds Management, Financial Planning, Portfolio Administration, Information Technology and Knowledge Processing.

Fiducian Timeline

July

Fiducian releases fully FoFA compliant advice and product offerings through Fiducian Financial Services and Fiducian Portfolio Services.

February

Fiducian Financial Services Sydney CBD relocates office to Level 14, 1 York Street, Sydney NSW.

June

FORCe Desktop - latest version of Fiducian’s software system for Financial Planners delivers integrated fee revenue data, reporting and fee disclosure statements enabling planners to efficiently comply with new FOFA requirements.

2013

January

Fiducian acquires State Trustees Retail Financial Planning Business

November

Fiducian Accountants & Business Advisers is expanded with the acquisition of 2 accounting practices on the Sunshine Coast in QLD.

2012

March

Fiducian confirms its third year as naming rights sponsor of the Fiducian Legends: Australian PGA Senior Championship.

2011

July

The Fiducian India Fund becomes available on several external wrap platforms.

October

FORCe Desktop version 3 is released bringing a whole new look to FORCe with a new interface, navigation and tools to boost ease of use and efficiency for financial planning businesses, including fully integrated configurable data collection wizards and advanced document management.

2010

November

Fiducian obtains naming rights sponsor of the Fiducian Legends: Australian PGA Senior Championship.

2009

November

Fiducian launches the Fiducian Ultra Growth Fund. A fund that provides virtually 100% exposure to a d iversified group of high growth assets.

May

Fiducian launches Fiducian Business Services, a Knowledge Process Outsourcing initiative focussed on Accountancy Resourcing to support the growth of small to medium sized accounting practices.

June

FORCe version 2, based on the latest Net technology to maximise performance, released with enhanced platform integration and a wide range of updates to it’s core CRM tools, modelling and plan generation/review modules, document management and AFS Licensee administration models for training and compliance of representatives.

2008

September

Fiducian launches the Fiducian India Fund. A rare opportunity for Australian investors, the fund offers exposure to a well-diversified portfolio of companies listed on Indian Stock Exchanges.

August

Fiducian Portfolio Services Limited reports a consolidated net profit after income tax of $5.3 million for the 2007 financial year.

May

Fiducian commences the roll out of the full version of FORCe Desktop financial planning software to provide its financial planning network with a comprehensive suite of planning and business tools.

2007

November

Fiducian launches its new FORCe Desktop financial planning, delivering updated portfolio modelling tools and information centre to its planning network.

March

Bodinnars Personal Financial Planners and Money & Advice commence trading as Fiducian Financial Services.

May

Funds in the Fiducian platforms reach $1 Billion dollars. The growth in inflows into the platforms is complemented by the outstanding performance of Fiducian's range of 'Manage the Manager' style funds, the Fiducian Funds, which also have Funds under Management in excess of $1 Billion.

2006

August

Fiducian Portfolio Services Limited reports a consolidated profit after income tax of $1.877 million for the 2005 financial year.

2005

April

A new look Fiducian Online is released with enhanced features to enable Advisers and investors to review and manage portfolios. It also allows employers to manage employee contributions to the Fiducian Corporate Superannuation Service easier than ever before.

April

The Fiducian Group grows with the acquisition of Money & Advice, a Tasmanian based financial planning company.

2004

March

Fiducian launches FORCeFP financial planning software, the latest addition to the Fiducian Online Resource Centre (FORCe) tool set, specially designed to help financial advisers develop effective strategies, provide complying financial plans and efficiently manage their clients database.

2003

July

FORCe on the web is released marking the first of Fiducian's new internet services. Financial advisers now have online access to information and reporting to assist them in providing superior service to their clients.

October

Internet access - Fiducian Online, is launched to help Fiducian Investors keep up to date with their superannuation and investment portfolios.

May

Fiducian Portfolio Services Limited acquired Bodinnars Personal Financial Planners, one of Sydney's oldest and most respected retirement and investment planning specialists, further expanding the financial planning services offered by the Group.

2002

October

The Fiducian Corporate Superannuation Service, a streamlined service providing administration, investment and reporting services to members of employer-sponsored superannuation funds is released.

July

Fiducian established its own financial planning arm called Fiducian Financial Services Pty Ltd.

December

New Client Administration Systems are implemented on schedule following significant investment in developing state of the art administration facilities, a strategic milestone in providing excellence in products and services for investors and advisers.

Fiducian moves to its new national headquaters at 1 York St in Sydney's CBD, Australia's financial heartland

2001

May

Fiducian Online Resource Centre (FORCe), an information and tool centre, is released to advisers with access to the latest portfolio data from Fiducian systems and also provides access to a wide range of investment and technical information thereby assisting advisers with providing financial planning services to their clients.

September

Fiducian is listed on the ASX as a stepping stone to future growth. This enabled Fiducian to commence building new technology platforms to support the enhanced services and solutions for advisers and clients for the future.

2000

April

The Portfolio Review modelling software allowing advisers to download and review the latest portfolio data for their clients is released to accredited dealers and advisers.

1999

June

The Fiducian Strategic Asset Allocation modelling software, specially designed to assist financial advisers construct stategic portfolios for their clients, is released to accredited dealers and advisers.

1998

January

Fiducian Superannuation Service is launched. A mastertrust for personal superannuation and allocated pensions, the Fiducian Superannuation Service is the first of Fiducian's leading edge services designed for clients and financial advisers.

March

The Fiducian Investment Service is launched to provide investment saving portfolio administration services for our clients.

1997

May

Fiducian Portfolio Services Limited founded and established by Indy Singh.

1996

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