Shane Pinkerton

Fiducian Financial Services Pty Ltd

Silver
23 Yrs Experience
Adamstown, NSW 2289
I have been delivering quality Financial Planning services to clients in the Newcastle and Hunter Valley region for over 15 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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Fiducian Financial Services Pty Ltd

178 Brunker Rd
Adamstown, NSW 2289

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fiducian Financial Services Pty Ltd

AFSL 231103

4.90
7 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

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5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane Pinkerton is fantastic, feel like I am more in control of my finances, with a clear direction."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having transferred from a large Super firm which seemed disinterested in my account, I find Shane (and staff) to be excellent - always quick to follow up any inquiry and genuinely interested in my account."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2005

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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