Lonnie Weeks

Fiducian Financial Services Pty Ltd

Bronze

12 Yrs Experience

Hobart, TAS 7000

About Lonnie
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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.

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

We are a fee for service business

5.00 June 2022

I was recommended to Lonnie by a friend. I found him to be very helpful with my financial situation, which was rather complicated. He helped me with dealing with Centrelink and aged care home, where my husband was residing. He was able to put my mind to rest regarding my financial situation. Lonnie always keeps me up to date with what is happening with my Centrelink account. He explains everything in simple language and always replies promptly to emails and phone calls. I would highly recommend him to anyone who is looking for a kind, helpful and trustworthy financial adviser.

5.00 March 2019

Lonnie assisted me to retire, by providing a financial strategy to meet my needs in retirement. He listened carefully and explored options with me. He then provided advice on the most appropriate timing of retirement, and recommended a mix of financial processes and solutions specific to my needs. He then guided me through the processes associated with accessing and investing my retirement benefits. I am confident that the outcome will provide a secure financial future in retirement. I am very happy to recommend Lonnie to others as I believe he will provide a similarly high quality service to them.

4.75 October 2017

Very prompt in queries and also helpful Will go out of his way to assist Friendly and courteous Will go out of his way to assist

Adviser status Bronze
Rating 4.92
Number of reviews 3
First year providing advice 2011
Years of experience 12
Highest qualification
- Advanced Diploma of Financial Planning
Language spoken
- English

Fiducian Financial Services Pty Ltd

Level 1, 168 Collins St
Hobart, TAS 7000

9:00am – 5:00pm Monday – Friday

Fiducian Financial Services Pty Ltd

AFSL 231103

Lonnie Weeks

Fiducian Financial Services Pty Ltd

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Fiducian Financial Services Pty Ltd

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Fiducian Financial Services Pty Ltd