About Fiducian Financial Services
As 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 a Financial Planner Nowra, NSW, please click on “Make An Appointment” above, or contact us directly.
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:
Amy Lippis DipFP
Client Relationship Manager
Lynne Neville DipFP
|Amy Lippis DipFP – Client Relationship Manager
Amy has worked in various roles within the financial services industry for over 12 years, with 10 years in the current business. Having recently received her Diploma of Financial Planning, Amy continues her studies to become an adviser in the near future. Amy delights in assisting clients and works towards exceeding their expectations along with the Fiducian Nowra and Southern Highlands team. Amy enjoys outdoors, spending time with family and friends and takes much pleasure in creating tasty recipes suitable for people with special dietary requirements.
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|Lynne Neville DipFP – Manager
Lynne has recently received her Diploma of Financial Planning and continues with her study to become an Adviser as well.
Lynne has worked in the current business for over 25 years in various roles.
With a background in administrative and assistant roles in various industries including both Accountancy and Financial Planning businesses, as well as previously having a Certified Organic Farm for a number of years, Lynne loves people and enjoys helping clients.
When not working, Lynne enjoys fishing and spending time at home on the farm with a special interest in the breeding of rare breeds and varieties of show quality poultry.
Lynne is pleased to be working with the great team at the Fiducian Nowra and Southern Highlands office.
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What Clients are Saying
Fiducian 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.
Eric is interested in our financial situation and we look forward to our meetings.
We are impressed with the commitment of the team, who make us feel welcome and comfortable.
They are more than our financial advisers, they are the team we trust to handle our financial affairs.”
We have been clients for some years and feel very comfortable to contact the team at any time and receive a quick reply.
The dedication of the team is exceptional. They provide personal service that is both professional and friendly.
It is important to us to have an experienced professional such as Eric who is dedicated to assist us in our financial matters and watch over our affairs.
Given that I am a Managing Partner in one of the big four accounting firms, I know what to do, but have always felt something was missing. Therefore I prefer to outsource to an expert and appreciate that Eric also runs a fee for service business.
Eric is helping my wife and I understand how to grow and protect our assets not just for our benefit but also for future generations.
We all use different professionals on a needs basis and their advice is always useful, but usually their area of expertise is quite narrow. Eric provides a different service. He is able to pull all of those various areas of advice together to come up with a complete “holistic” plan which covers both personal and business goals and activities. Certainly accountants and lawyers will have a say as you are going through the restructure process, but you have to have a “puppet master” sitting at the top, who is pulling all of those strings together.
This really is the key difference, and the real value that Eric provides.
Without Eric, or someone with those skills and abilities, filling this role the creation of a “holistic” all encompassing plan can’t happen. People will make their best efforts to do it themselves but it will end up being a piece meal effort and, although better than nothing, will fall far short of what is really required.
I would have no hesitation in referring Eric and his team and would suggest that any time poor professional or small to medium sized family business owner not using an adviser like Eric are leaving themselves and their families very vulnerable.”