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 4.95
  • 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