Brad Teriini-Mulley
Fiducian Financial Services Pty Ltd
With over 20 years of experience in the finance industry, I’ve had the privilege of working across a range of roles in major banks, fund managers, boutique financial planning firms, and large corporates since 2005. I’m a registered Justice of the Peace and an associate member of the Financial Planners Association (FPA). I hold a Diploma and Advanced Diploma in Financial Planning, as well as a Graduate Diploma in Financial Planning at a postgraduate level. I’m also qualified to provide advice on Self-Managed Super Funds (SMSFs) and Aged Care. I speak English and am fluent in AUSLAN (Australian Sign Language).
I’m genuinely passionate about helping people identify and achieve their financial goals—whatever they may be. For some, that means investing wisely, improving cashflow or tax efficiency, managing an inheritance, structuring super for long-term growth, or planning for a confident and comfortable retirement. My focus is always on understanding what matters most to you and creating a clear, tailored path to help you get there.
I believe financial advice works best as a partnership. It’s important that you feel just as comfortable and confident working with me as I do with you. Building trust, open communication, and a genuine connection are the foundations of a strong and lasting relationship.
Expertise
My fees
Our initial meeting is an opportunity to understand your current financial situation, discuss your goals and priorities, and identify the areas where professional financial advice may be able to assist you. The cost of the initial consultation is $330 per hour. During this meeting, we will gather detailed information about your circumstances and work together to determine the most appropriate scope of advice for your needs. No personal financial advice is provided at this stage.
At the conclusion of our meeting, we will discuss the strategies and advice areas that may be relevant to your circumstances, explain the total cost and process for preparing a personalised Statement of Advice, and outline the expected timeframe for delivery.
To help us make the most of our time together, please bring along recent statements and information relating to your:
- Superannuation
- Investments
- Insurance policies
- Pensions and retirement income streams
- Bank accounts and cash holdings
- Monthly living expenses
- Existing loans and liabilities (if applicable)
This information will assist us in gaining a complete understanding of your financial position and objectives.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 18
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Fiducian Financial Services Pty Ltd
Suite 2, 63 Princes HwyFairy Meadow, NSW 2519
Opening hours
- 8:00am – 4:00pm Monday – Thursday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Fiducian Financial Services Pty Ltd
AFSL 231103
