About Fiducian Financial ServicesAs qualified Financial Planners and Authorised Representatives of Fiducian Financial Services, we are committed and eager to provide you with the highest level of service in a professional manner.
For an initial complimentary consultation with Greg Woods, Financial Planner Randwick, please click on “Make An Appointment” above, or contact us directly.
Our ServicesFinancial Planner Greg Woods is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:
|Profile PDF (137kb)|
About Greg WoodsWhat distinguishes Greg Woods from other Financial Planners is his sound understanding of financial strategies, from wealth creation through to wealth preservation. Whether you are in the early stages of wealth accumulation, have a family you want to provide for and protect or if are planning your retirement, Greg can help you achieve your lifestyle and financial goals.
His firm belief is that through establishing and maintaining relationships and building absolute confidence and trust with his Clients, he provides a superior financial planning service.
Greg holds a Bachelor of Science Degree and completed a Diploma of Financial Advising with the Securities Institute of Australia. He is a Senior Financial Planner who has over 25 years’ experience within the Financial Services Industry, with the last 10 years spent working with the world’s largest bank in their Wealth Management Division.
Profile PDF (137kb)
What Clients are SayingFiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.
A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.
We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.
“Greg Woods has been our trusted Financial Planner for over 8 years and has provided sound information to assist in managing our personal finances. Previously we had dealt with Planners from large companies and never felt that there was a personal touch or that our interests were clearly understood. Greg has taken the time to build a detailed knowledge of our financial situation and goals for the future, and his vast knowledge of the financial markets, combined with his management of our finances to date, gives us confidence our financial future is in the very best hands.”
“The uncertainties associated with being self employed have always highlighted my need for wise decisions with my investments for both personal income & needs in retirement. Difficulties with finding time for review of investment opportunities have found me very grateful for readily accessible advice. Greg has a straight talking professional style that leaves me with confidence in his assessments for safe & rewarding investing. A strong family man, Greg has also been notable for his commitment and responsibility to his client.”
“I have worked closely with Greg over the past six years. The most impressive part of Greg’s relationship building skills is the time and care that he takes in ensuring clients have the required financial building blocks in place to enable them to achieve their goals. I would highly recommend Greg as a provider of financial advice.”
“Greg Woods has been our Financial Planner for over 4 years now. During our time together he has worked with us to develop a long term strategy that will enable us to meet our financial objectives over the coming years. Greg is very proactive and we benefited from his advice throughout the global financial crisis. We have also benefited from Greg’s extensive professional network including Mortgage Brokers and Accountants who have been able to provide solutions to meet our needs, where others have tried and failed. We would highly recommend Greg to anyone looking to establish a partnership for long term financial success. “
“We have known Greg for several years. As our Financial Planner we have found him to be a gentleman, and he always has the patience to explain things that are unclear to us. Our concerns and queries are always responded to in a timely fashion, with ongoing updates of our progress. We have found Greg to be easily accessible via phone or e-mail, responding promptly to our requests. Our long term goals have been taken into account and we feel secure in the knowledge that Greg has our best interests in mind. From our dealings with Greg we feel he is honourable and genuine, and we think of him as our friend as well as our Financial Planner.”
Local News and Events
|Our regular newsletter Fiducian Focus covers changes in Superannuation, Tax Legislation, the Economy and Financial Markets.||You can also read our Monthly Economic and Market Commentary from Fiducian Investment Manager, Conrad Burge.|