FinancialStrategy.com.au is a human-powered, virtual financial firm. This means that we provide financial planning and investment selection tools and investment management services to your desktop.
Real people have designed the tools that you use to map your financial journey and select and manage your investments. You can pick up the phone or book a Zoom meeting and talk to a real person. You will receive the personalised financial advice you need wherever you are located.
Expertise
At a glance
- Adviser status Bronze
- First year providing advice 1984
- Years of experience 40
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Management
- Graduate Diploma of Advanced Taxation Studies
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Language spoken
- English
Fiducian Financial Services Pty Ltd
Suite 3 & 4, Level 22, 227 Elizabeth StSydney, NSW 2000
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fiducian Financial Services Pty Ltd
AFSL 231103