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Showing 1 - 10 of 14 results for "Fiducian Financial Services"

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... South Wales (34), Victoria (18), Tasmania (10), Queensland (5), Western Australia (4) and the ACT (7). Fiducian Financial Services chair Robby Southall said that the announcement is a continuation of the group's strategy that aims to develop a country-wide ...

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 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 ...

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 ...

Advisers boost ethical investments

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... 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
... 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 ...
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