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Michael Roberts Roberts

Fiducian Financial Services Pty Ltd

Bronze
40 Yrs Experience
Sydney, NSW 2000

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates

At a glance

  • Adviser status Bronze
  • First year providing advice 1984
  • Years of experience 40
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Management
    • Graduate Diploma of Advanced Taxation Studies
  • Language spoken
    • English

Fiducian Financial Services Pty Ltd

Suite 3 & 4, Level 22, 227 Elizabeth St
Sydney, NSW 2000

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fiducian Financial Services Pty Ltd

AFSL 231103