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Showing 11 - 20 of 59 results for %22Fiducian Financial Services%22

Fiducian acquires Adelaide adviser's FUA

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
Fiducian Financial Services paid $495,000 to acquire $23 million of advice assets from a North Adelaide adviser exiting the industry. The dealer group acquired the assets for a Tasmanian financial planner in its network, who is relocating from Tasmania ...

Fiducian posts $10.5m in FY20 profits

KANIKA SOOD  |  MONDAY, 17 AUG 2020
ASX-listed Fiducian Group doubled its net inflows to $217 million in FY20, as it posts $10.5 million in statutory net profit after tax for the year. Net profit for the group - which includes funds management, financial planning, corporate and platform ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
Fiducian Financial Services has acquired a financial advice business with $56 million in funds under advice. The unnamed advice business is located in Gippsland, Victoria and will see Fiducian's offices in Sale and Traralgon merge. The acquisition is ...

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

Former ANZ adviser banned

ELIZA BAVIN  |  TUESDAY, 24 MAR 2020
... Advice Group, owned at that time by ANZ. Hilsley was most recently an authorised representative of Fiducian Financial Services.?? ASIC found Hilsley failed to comply with financial services laws, including failing to provide financial advice that was ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... to provide personal advice on MDA services with 172. It's followed by Shadforth with 119, E.L. & C. Baillieu on 56 and Fiducian on 50.

Dealer group boosts compliance team

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... MLC Wealth, supporting financial advisers and internal compliance. She has also previously worked at Fiducian Financial Services. Also joining Lifespan, Aaron Beyer has been appointed as compliance officer. Beyer most recently held a similar role at ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
... financial planning business of an Australian bank. MyState today announced it has entered into a sale agreement with Fiducian for the acquisition of the bank's retail financial planning business in Tasmania. Under the agreement, Fiducian will pay ...

Diversified group enters custom platform space

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
... financial services company is rolling out its first white-labelled managed account platform to a Victorian dealer group. Fiducian Group was selected by the unnamed group - reported to have about $200 million in funds under advice - following an extensive ...

Fiducian founder transitions to executive chair role

ALEX BURKE  |  FRIDAY, 20 OCT 2017
Fiducian will gradually transition its founder and managing director to an executive chair role over the next three years as part of its succession planning strategy. Indy Singh has served as managing director since establishing Fiducian in 1996. Over ...