An experienced and qualified financial planning professional with a career spanning over 17 years across the banking, financial planning, credit and Insurance sector in Australia and overseas. Proven track record in managing teams of banking professionals with experience gained across advanced financial planning, client and business development and retail promotions. Solid background in many of the statutory controls and procedures within the industry with a demonstrated capability in client and stakeholder engagement and influence.
We have found Satinder to fully understand our situation and has provide in-depth advise relating to our retirement.
Any relevant documentation from meetings is always followed through. Excellent advice to date, and we feel confident that Satinder is providing us clear direction toward our retirement and after.
Satinder is very easy to communicate with. At our meeting she was ready with plenty of information and multiple platforms to share this information. I feel secure that she will look after our investments and therefore us. Satinder is very approachable, and I feel comfortable with Satinder being our financial adviser.
I am a long term(25 years) client with Fiducian. Satinder was confident and helpful. she has a friendly and approachable personality. my portfolio is not complicated therefore I feel secure in the knowledge that as my adviser Satinder will be helpful . I hope have a good working relationship with her. all the best
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2011
- Years of experience 12
- Postgraduate Diploma in Business Management
Fiducian Financial Services Pty LtdSuite 2, Level 4, 85 South Perth Esplanade
South Perth, WA 6151
- In person
- Video call
Fiducian Financial Services Pty Ltd