Newcastle

About Fiducian Financial Services Newcastle

Our Financial Planners, Shane Pinkerton, Christian O’Connor and Phoebe Phan have extensive experience in a wide range of financial arrangements.

Shane specialises in Centrelink Advice having worked for Centrelink as a Financial Services Officer, Wealth Creation (including geared investments), Superannuation (including Self Managed Superannuation Funds), Business Planning and Business Structure Advice, Personal Insurance Advice and all areas of Retirement Advice including Redundancy and High Net Worth Individuals.

Christian specialises in Investment and Superannuation Advice (including Self Managed Superannuation Funds), Wealth Accumulation Advice, Personal Insurance Advice, Business Planning and Business Structure Advice and all areas of Retirement Advice including Redundance and High Net Worth Individuals.

Phoebe is a Provisional Financial Planner. She has undertaken studies in all areas of Financial Planning, has passed the ASIC Ethics Examination and is applying her knowledge to areas such as Wealth Creation Advice, Investment and Superannuation Advice and Personal Insurance Advice.

Our Client Services Team are bright, energetic and dedicated to helping our clients. Their positive and helpful attitude creates a fantastic culture within the office based on efficiency and getting results for our clients. Clients of Fiducian Newcastle enjoy Quality Financial Planning with a dedicated support team to build and maintain long term relationships and positive experiences