Fiducian Financial Services Kelso

Contact Information
16-20 Barolin St, Bundaberg Central, QLD 4670, Australia
Detailed Information

Fiducian Financial Services Kelso, based in Bathurst, NSW, is a reputable financial planning firm offering a range of services to help clients achieve their financial goals. Led by James, a knowledgeable and experienced CFP® Financial Adviser, the team at Fiducian Financial Services is dedicated to providing expert advice on various financial products and services. With a focus on personalized solutions, they assist clients with investments, superannuation, retirement planning, and more.

As an Authorised Representative of Fiducian Financial Services Pty Ltd, James is licensed to provide tailored financial planning services, including advising on deposit and payment products, government debentures, stocks or bonds, life products, managed investment schemes, retirement savings account products, and superannuation. The firm’s commitment to delivering high-quality advice is evident in their approach to understanding each client’s unique circumstances and financial objectives, ensuring that recommendations align with individual needs and preferences.

At Fiducian Financial Services Kelso, clients can expect a comprehensive and transparent approach to financial planning. By offering an initial complimentary consultation, the firm aims to establish a strong foundation for a long-term partnership with clients, helping them navigate the complexities of the financial landscape with confidence. With a focus on education, empowerment, and ethical practices, Fiducian Financial Services strives to be a trusted resource for individuals seeking sound financial advice and strategic wealth management solutions.