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 2
  • 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, 1 York St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fiducian Financial Services Pty Ltd

AFSL 231103

4.90
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"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."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Retirement & Pension

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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