For over 26 years, Fiducian have been a respected ASX-listed mid-tier financial planning dealer group with over 80 financial advisers located across Australia. Through our industry’s volatile times, Fiducian has remained a stable solution supporting small advice businesses securing their own prosperous financial future.
WHY BUSINESS STABILITY IS IMPORTANT.
Small business success is our forte. We understand the value and importance of having a dedicated business support system to help you provide the best quality advice to your clients. Our 100+ strong Head Office team of like-minded individuals are all devoted to the goals of both you and your clients. We are proud of the long-lasting relationships that we have with our advisers and their families. In 2024, with many dealer groups being bought or shifting around the market, it’s understandable you may wish to find a stable home.
TECHNOLOGY AND SYSTEMS.
Fiducian’s core technology systems and advice software have been built through our in-house development team. A benefit being that this delivers both efficiency and functionality for your business through complete integration, thus consolidating overheads, as there’s no need to pay for multiple systems. Becoming part of the ‘Fiducian Family’ we openly ask for your feedback on our systems and can implement updates effectively.
SUPPORT STRUCTURES.
Our advisers are provided with support in all areas; from business operations, to compliance, recruitment, revenue growth, referrals, training, marketing, revenue collection and reporting. You can trust that the information provided will be not only valuable but essential in the successful running of your business. You’re backed by long-tenured employees who have extensive knowledge of Fiducian’s systems and processes.
For more information about how Fiducian can work for you, register your interest via our website today and a member of our Business Development team will be in touch.
Disclaimer: This information has been provided by Fiducian Financial Services Pty Ltd (ABN 46 094 765 134, AFSL 231103) of Level 4, 1 York Street, Sydney, NSW 2000. It is not intended to be a recommendation, offer or invitation to invest. Any advice in this document is general in nature and does not take into account your objectives, financial situation or needs. You should receive financial advice relevant to your circumstances before making any decisions.