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 Southern Highlands, 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:
Senior Financial Planner
Financial Planner/Risk Specialist
|Eric Priebee – Senior Financial Planner
Originally from Holland, although born in Australia, Eric Priebee has more than 25 years experience in both actuarial consulting as well as financial services. He has managed portfolios and developed strategies for High Net Worth individuals as well as corporate surplus cash assets. Prior to joining Fiducian, Eric was an Adviser with a firm which had as a major client group the Partners and clients of Deloitte Australia. Prior to this he was a Private Client Adviser and Portfolio Manager with Merrill Lynch.
Eric believes in working with clients through the entire process of achieving their financial and lifestyle goals. Building long term relationships with clients as their trusted Adviser, as well as providing them with the best in professional advice and personal service, are to Eric of the utmost importance.
After commencing a wine science degree at Charles Sturt University, Wagga, Eric was involved for a number of years in the wine industry as winemaker and chairman of a regional tourism organisation. Food and wine remain a passion for Eric.
Eric is a graduate in actuarial studies from the Vrije Universiteit in Amsterdam, The Netherlands as well as the Diploma of Financial Services (Financial Planning), SMSF Specialist Adviser certification and is completing the first stage of the Estate Planning Diploma.
|Profile PDF (165kb)|
|John Williamson – Financial Planner/Risk Specialist
Dedicated to excellence, John is committed to providing specialist insurance advice. John has worked in the Financial Services industry for over 25 years. He started in the banking sector with ANZ, building his knowledge across all areas of finance and investment. He soon found that his passion lies in the area of risk insurance.John has in-depth knowledge and expertise across all key areas of insurance for both individuals and businesses, allowing him to tailor solutions that will meet client needs. Coupled with this, John’s knowledge of the insurers and their products means that he can put together an insurance package using the right insurer based on individual circumstances rather than a one-size fits all solution.John has long term relationships and priority contacts with all the major insurers bringing greater choice, flexibility and timely service.In February 2014, John joined Fiducian Financial Services Macarthur, having been offered the opportunity to work with Fiducian Financial Planner Leasa Collins, to provide specialist insurance solutions and advice.
When not engaged in providing specialist insurance advice, John enjoys the art of lawn bowls.
John says, “Being a great risk specialist is about understanding client needs, the range of products available and the definitions associated with various types of cover. Insurance jargon can be complex, my role is to make it easy for clients to understand and put in place the right types and amounts of cover”. John is committed to building a trusted relationship based on sound insurance knowledge and advice, backed by quality service.
John can provide advice and implement strategies to assist in protecting your financial future including:
|Profile PDF (334kb)|
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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.”
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.