Fiducian Financial Services

Financial Consultants & Planners · Ballarat Central
Open · closes 5pm★ 5.0

About

Fiducian Financial Services offers financial planning and investment management across Australia, with offices in most capital cities and many regional centres. Their team works with individuals and families to help manage money, plan for retirement, and navigate life’s financial decisions. The business is known for its practical advice and a focus on long-term outcomes, using their own 'Manage the Manager' investment approach to diversify and manage risk.

Clients can access a wide range of services, from cash flow and debt management to superannuation and estate planning. Fiducian also supports financial advisers with innovative software and platform solutions designed to streamline advice and portfolio management. Whether you’re just starting out, planning for retirement, or looking to grow your investments, Fiducian aims to make financial planning more accessible and straightforward.

What Fiducian Financial Services offers

  • Personal financial planning advice
  • Investment management and portfolio construction
  • Superannuation advice and administration
  • Retirement and estate planning
  • Cash flow and debt reduction strategies
  • Aged care financial planning
  • Platform administration for advisers
  • Financial planning software solutions

What people say

5.0out of 5

Customers consistently praise Fiducian Financial Services for clear, practical financial planning that’s easy to understand. Reviewers highlight help with retirement planning, superannuation, Centrelink advice and managing financial affairs, noting thoughtful guidance, quick organisation and good value. Many mention feeling more confident about their financial future thanks to tailored advice and ongoing support.

Several reviewers mentioned Glenn Treacy for his industry knowledge, responsive communication and professional, trustworthy service. Long-term clients say he’s approachable, helpful and makes the process smooth from start to finish.

Why choose them

  • Offices in major cities and regional centres Australia-wide
  • Award-winning client care and satisfaction
  • Proprietary 'Manage the Manager' investment system
  • Diverse suite of managed funds
  • Resources including guides, calculators, and market commentary
  • Support for women’s wealth and life-stage planning

More financial advisory nearby

Contact

Address
Suite 13/706 Sturt St, Ballarat Central VIC 3350

Hours

  • Monday9am – 5pm
  • Tuesday9am – 5pm
  • Wednesday9am – 5pm
  • Thursday9am – 5pm
  • Friday (today)9am – 5pm
  • SaturdayClosed
  • SundayClosed

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Fiducian Financial Services - Ballarat Central Financial Consultants & Planners | WesternVIC