I have been delivering quality Financial Planning services to clients in the Newcastle and Hunter Valley region for over 20 years. I provide a holistic planning process to my clients through sound, well constructed strategies to improve cash-flows, tax positions and wealth strategies specifically linked to my clients' individual needs and objectives. An initial consultation is FREE of Charge and obligation, which allows my clients to discuss their position, goals and objectives freely and openly. Upon becoming a client of Fiducian my business delivers a sound review process to ensure investment strategies remain suitable, funds are fine tuned and that any new opportunities are addressed and actioned. My staff are of the highest quality and complement the disciplined Financial Planning process that I have in place.
Shanes very good in looking after our financial affairs. He knows what is required to maximise the returns for our future. Shane explains what is required in a way that is easy to understand.
Shane Pinkerton is fantastic, feel like I am more in control of my finances, with a clear direction.
Shane makes the potential nightmare of our financial planning a dream. He is concise, transparent and has never made me feel like my questions are irrelevant.
- Adviser status Silver
- Number of reviews 7
- First year providing advice 1999
- Years of experience 24
- Advanced Diploma of Financial Planning
Fiducian Financial Services Pty Ltd20 Alma Rd
New Lambton, NSW 2305
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Fiducian Financial Services Pty Ltd