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.
We are a fee for service business
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.
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.
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 Silver
- Number of reviews 3
- First year providing advice 2011
- Years of experience 11
- Advanced Diploma of Financial Planning
Fiducian Financial Services Pty LtdLevel 4, Suite 11, 1 York St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Fiducian Financial Services Pty Ltd