Fiducian Financial Services is a professional financial planning organisation offering a full range of quality advice on financial products. The principal, Shane Pinkerton, is a fully accredited Financial Adviser with combined experience of over 15 years in the financial services industry. Shane specialises in Wealth Enhancement, Superannuation, Retirement Planning, Centrelink Advice, Managed Funds, Gearing, Debt & Mortgage Reduction and Self Managed Superannuation Funds.
We have a 3 stage financial planning process. This involves an initial free of obligation appointment to discuss your position and your goals & objectives. A follow up appointment is then arranged to run through the tailored investment strategy. During this appointment Shane explains the process used to acheive the desired outcomes of the investments placed, detailing fee structures to allow you to comfortably proceed with recommendations. The 3rd stage is implementation of the investment strategy. This is where you sit back and we do all the work. This involves tracking all lodgements and preparing any necessary documents to smoothly implement your investment strategy.
Our goal is to be your Financial Adviser for life. We enjoy creating wealth for our clients and helping them acheive all their financial goals. In the end, it's all about your lifestyle, and we put the plan in place to make it all possible!