Ingrid Stoker
Fiducian Financial Services Pty Ltd
Recent reviews
Fiducian Financial Services Pty Ltd
Suites 10 & 11, Royal Life Saving House, 26-28 Napier ClDeakin, ACT 2600
At a glance
-
Adviser status
Silver
- Rating
- 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
Licensed by
Fiducian Financial Services Pty Ltd
AFSL 231103
Sort by
Richard, 65+ years
"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
Nic, 35 - 45 years, Lane Cove, NSW
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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