Ingrid Stoker

Fiducian Financial Services Pty Ltd

Silver
17 Yrs Experience
Deakin, ACT 2600

Recent reviews

Fiducian Financial Services Pty Ltd

Suites 10 & 11, Royal Life Saving House, 26-28 Napier Cl
Deakin, ACT 2600

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Fiducian Financial Services Pty Ltd

AFSL 231103

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

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5.00

"Ingrid is an extremely competent and empethatic person who has a genuine interest in the financial security of her clients. She is articulate, professional and takes her responsibility towards her clients very seriously. She is not motivated by financial gain. Her philosophy is that satisfied clients are her biggest asset as their satisfaction will grow her business. I am happy to recommend her to anyone looking for a financial advisor"

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ingrid has a wealth of knowledge in the financial world, and always puts her clients needs first. She is the first person I call to ensure I am making the right decision with money, and always there to assist with financial questions. Ingrid is detailed in her work and committed to understanding my goals before putting forward a plan and recommendation."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

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

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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