Lonnie Weeks

Fiducian Financial Services Pty Ltd

Silver
11 Yrs Experience
Sydney, NSW 2000

With over 9 years experience in the finance industry, I get great satisfaction from seeing families I've  worked with having the peace of mind because they’re financially protected as a result of the strategies they have put in place. An area of interest is also pre retirees where I enjoy helping many clients plan for and enjoy their retirement.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

We are a fee for service business

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Fiducian Financial Services Pty Ltd

Level 4, Suite 11, 1 York St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fiducian Financial Services Pty Ltd

AFSL 231103