Fiducian Financial Services

Tony Davies

AdvDipFP

Financial Adviser Authorised Representative

ARN: 277825

Fiducian Financial Services Gosford

NSW - Regional

Phone

02 4312 7868

Address

Suite 1, 28 Barralong Road, Erina NSW 2250

PO Box 3735, Erina NSW 2250

Tony Davies

About Fiducian Financial Services

Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

For an initial complimentary consultation with Tony Davies, Financial Adviser Gosford, please click on “Make An Appointment” above, or contact us directly.

Our Services

Tony is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

Advice Areas

  • Wealth Creation Strategies
  • Superannuation Strategies (including defined benefit schemes)
  • Self-Managed Superannuation Funds
  • Life Insurance
  • Cash Flow Planning
  • Centrelink
  • Departments of Veterans' Affairs
  • Aged Care
  • Estate Planning
  • Debt Management
  • Salary Packaging
  • Retirement Planning
  • Redundancy Planning

Products

Deposit and Payment Products

  • Deposit and Payment Products
  • Non-basic Deposit Products

Government Debentures, Stocks or Bonds

  • Government Debentures, Stocks or Bonds

Life Products

  • Investment Life Insurance Products
  • Life Risk Insurance Products

Managed Investment Schemes

  • Managed Investment Schemes, including IDPS

Retirement Savings Account Products

  • Retirement and Savings Account Products

Securities

  • Securities

Superannuation

  • Superannuation – All
  • Self-Managed Superannuation Fund
  • A person’s existing holding in a superannuation product

Margin Lending Facility

  • Standard Margin Lending Facility