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Showing 11 - 17 of 17 results for "Fiducian Financial Services"

Fiducian acquires three further firms

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
... 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 ...

Fiducian acquires practice, launches impact fund

LAURA MILLAN  |  TUESDAY, 3 NOV 2015
... 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. "This ...

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
... 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 effects of ...

Fiducian posts profits, eyes acquisitions

ELISE BURGESS  |  TUESDAY, 31 AUG 2010
... 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 administration ...

Matrix appoints practice development manager

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
... 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 who holds a Masters ...

Complete makeover for Fiducian team

... looking forward to the year ahead." Knightley will be responsible for heading up the 38 advisers in Fiducian Financial Services' franchised offices. Her role is aimed at complimenting the organisation's salaried adviser network. Her appointment is an ...
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