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PORTFOLIO SERVICES

Fiducian’s motto, Integrity Trust & Expertise, shows we understand the importance of your savings, and our careful and prudent approach to how we invest your money reflects these core values.

Fiducian offers investor solutions to assist with both retirement planning and investment savings. We take several steps to ensure your savings and superannuation receives the best quality care:

  • We only accept clients who currently utilise the services of a licensed Financial Adviser
  • Our products and services only enable access to investments we have researched and believe to be of sound quality
  • We engage the services of a third party Custodian to keep all client assets in safekeeping

Fiducian has a strict compliance regime which involves ensuring that we are up to date with recent legislation, as well as protecting the interests of all our investors.

For information on how Fiducian can help with your Superannuation please click here

For information on how Fiducian can help with your Investments please click here

We offer a number of support services for Financial Advisers. If you are a Financial Planner please visit our Dealer Services area, click here

 

The information on the Fiducian website is not intended to be a recommendation, offer, or invitation to invest. Any advice is general in nature and does not take into account your investment objectives, financial situation and particular needs. You should consult your Financial Planner for advice and consider the disclosure document for each product before making investment decisions.

Fiducian Services Pty Limited ABN 41 602 437 892 on behalf of Fiducian Portfolio Services Limited RSE L0001144, and Fiducian Investment Management Services Limited AFSL 468211

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