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Showing 11 - 20 of 22 results for "Fiducian Financial"

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
... Fiducian manager investment projects Jai Singh said. "The acquired client bases will be serviced by existing Fiducian financial planners so we are anticipating these acquisitions to be earnings accretive," Singh said. News of the acquisitions follows ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... wish to avoid the financial risks in the mining sector as well." It has 27 members nationwide that includes: Fiducian Financial Services, DJ Carmichael, Novo Wealth, Just Invest Financial Planning and Ethical Investment Services.

Fiducian acquires three further firms

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
... acquisitions reflect Fiducian's strategy to expand its financial planning network and lift funds under advice in Fiducian Financial Services by an additional $46 million to $1.8 billion. Jai Singh, manager business and development and distribution said ...

Fiducian acquires practice, launches impact fund

LAURA MILLAN  |  TUESDAY, 3 NOV 2015
... existing operation in Tasmania and will be sold for $1.35 million funded by excess cash. The acquisition brings Fiducian Financial Services funds under advice to $1.77 billion and total funds under management, administration and advice to $4.33 billion. ...

Advisers help construction workers build their wealth

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
... about people who are really busy all the time, who look after everyone else but end up neglecting themselves," Fiducian Financial senior adviser Michael Dale told Financial Standard. He said that just like doctors and lawyers or any other profession ...

Fiducian acquisition expands planning business

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
Fiducian Financial Services has bought the retail financial planning arm of Victorian state owned business State Trustees, as part of plans to expand its adviser presence in Australia. Owned by Fiducian Portfolio Services, which is listed on the Australian ...

Dealer groups stay with Japan, eye opportunities

ELISE BURGESS  |  WEDNESDAY, 16 MAR 2011
... professionally managed portfolios are the best method to reduce the impact of risks such as this event. Meanwhile, Fiducian Financial Services, with $1 Billion FUA and 58 advisers, said it will not be adjusting its APLs although it will monitor the wider ...

Fiducian posts profits, eyes acquisitions

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
... notable charities, endowment funds and some high net worth individuals as under its investment manager portfolio. Fiducian Financial Services offers advisers over 35 managed funds options from over 18 fund managers. Its $1.14 billion in assets under ...

Matrix appoints practice development manager

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
... establishing her own financial planning practice in 2002. In 2004, she moved to a senior account manager role with Fiducian Financial Services and later on to a practice development manager role with AXA Financial Services. Shao is a published author ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
Fiducian financial planners have refined their skills and are attracting more high net worth investors than ever before. Indy Singh, managing director at Fiducian, said the company previously focused on delivering simple effective financial advice but ...