Fiducian Financial Services 1 York Street, Sydney, New South Wales 2000
About the Business
Welcome to Fiducian Financial Services, located at 1 York Street in Sydney, Australia. As an establishment specializing in finance, we are a trusted point of interest for individuals seeking comprehensive financial planning services.
At Fiducian Financial Services Pty Ltd, we are licensed to provide you with expert advice and assistance in a wide range of financial products and services. Our team of dedicated professionals is committed to understanding your unique financial goals and helping you make informed decisions to secure your financial future.
We take pride in our personalized approach to financial planning, ensuring that each client receives in-depth explanations, tailored recommendations, and ongoing support. Our annual phone reviews offer an opportunity to discuss your progress, address any concerns, and make adjustments to your financial plan as needed.
Over the years, our clients have expressed their satisfaction with our services, appreciating our accurate and consistent guidance. From our founder, Harold Bodinnar, to our current team, including Marie Louise and Bishal, we have provided a level of expertise and support that has allowed our clients to enjoy a lifestyle of security and peace of mind.
We would also like to extend our heartfelt appreciation to Caroline, who has been a dedicated member of our team and a true friend to many. As she approaches retirement, we wish her all the best for the next chapter of her life.
If you are ready to take control of your financial future, we invite you to start your journey with Fiducian Financial Services. Our experienced financial advisers are here to provide professional assistance and guide you towards achieving your financial goals. Contact us today to schedule a consultation and begin your financial planning journey.
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Location & Phone number
1 York Street, Sydney, New South Wales 2000, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Kept up to date via email regularly which is obviously good...Statements also easy to view through the investor site.....whenever I ring about anything they always reply quickly"
"Great financial planner. Impressed with his knowlege of products and added value with his understanding of estate planning."
"I found when working with my financial planner Craig Rothall at Fiducian to secure my ongoing financial security that he was he was both genuine and straightforward in his dealings with me as a Fiducian client. WELL DONE"
"The Fiducian team we deal with here in Adelaide is professional, personal and provides outstanding client value. We retired almost two years ago and Craig and his team have made the process smooth and trouble-free. Dealing with Fiducian has allowed us to maximise our retirement income and tax advantages given our particular risk profile; and the team takes care of all the complicated paperwork. We couldn't recommend Fiducian more highly in what is a dynamic and complex field to otherwise try and navigate alone."
"Have transitioned to Fiducian this year. Was lucky to keep my financial planner. I have been happy with a service which keeps me fully informed, does not drown me in too much information and considers me a person with specific financial needs. I am advised, informed and am listened to. I am part of the process. It isn't foisted upon me and I feel I can have proper control over my financial situation."
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