Fiducian Financial Services in 2022
Following quite an eventful year in many respects, Fiducian Financial Services continues to implement many changes in response to legislative changes to the financial advice industry following the 2019 Royal Commission. However, I believe we have made fantastic progress and we embrace any changes that provide our clients with a better experience and outcome.
This year, all our financial advisers will have completed their professional FASEA (Financial Adviser Standards & Ethics Authority) examinations, and I feel very proud of the professionalism, dedication and focus that our advisers have shown throughout a pretty tough year. For 2022, I am confident that we have one of the strongest financial advice teams, industry-wide. In January, newly appointed AFA (Association of Financial Advisers) CEO, Phil Anderson was quoted stating; “…the need for the value of advice will only continue to increase and I think we can take quite a lot of comfort from the fact that the momentum has started to change”. Personally, I am a passionate believer that more Australians should be getting financial advice to help them get where they’d like to be financially, but I am assured that when a client has a need, that my team is dedicated to get the best possible outcome for them instilling our values of Integrity, Trust & Expertise.
I would also like to take this opportunity to welcome clients and staff joining Fiducian from People’s Choice Credit Union. This acquisition strengthens our current team and provides access to planners throughout South Australia and the Northern Territory.