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Fiducian Group

Fiducian Group
Leadership team

Mr. Inderjit Singh B.Tech., CFP, O.A.M., CFP, BTech, MComm (Bus) (Founder, Exec. Chairman & MD)

Mr. Rahul Guha (Exec. Chairman of Fiducian Services & CFO)

Mr. Paul Gubecka B.Com., CPA, C.S., L.L.B., L.L.M. (Gen. Counsel & Company Sec.)

Products/ Services
Finance, Financial Services, Personal Finance, Wealth Management
Number of Employees
100 - 500
Headquarters
Sydney, New South Wales, Australia
Established
1996
Net Income
5M - 20M
Revenue
20M - 100M
Traded as
ASX:FID
Social Media
Overview
Location
Summary
Fiducian Group Ltd, through its subsidiaries, provides financial services in Australia. It operates through Funds Management, Financial Planning, Corporate Services, and Platform Administration segments. The company provides investor directed portfolio and separately managed accounts services; and acts as the trustee of fiducial superannuation services. It also offers fiducial funds; financial planning services; client account administration platforms; and wrap platform administration services. In addition, the company develops IT software systems for financial planning; and offers financial advisory services, such as cash flow management, debt reduction, planning retirement, estate management, and aged care, as well as provides platform solutions and SMSF administration services. Further, it offers diversified and sector funds, specialist funds, managed portfolios, and manager system services. The company was founded in 1996 and is based in Sydney, Australia.
History

Established in 1992, Fiducian Group has grown its financial advice and services to include SMSF accounting, financial planning, investment advice, tax and estate planning, bookkeeping, and compliance services. The firm is one of the few accountants and financial planners in Australia to be an ASIC-authorised body.

Mission
Fiducian Group is committed to delivering tailor-made solutions to meet the financial needs and aspirations of our clients. We strive to focus on the unique financial position of each individual, as well as the wider economic and market environment.
Vision
Fiducian Group’s vision is to be a recognised leader in its field, providing clients with the highest quality financial advice and services, with an emphasis on personalised, professional and friendly service.
Key Team

Ms. Julie Hargrave (Head of Marketing & Communications)

Mr. Robby Southall (Exec. Chairman of Financial Planning)

Mr. Conrad Burge (Exec. Chairman of Fiducian Investment Management Services)

Ms. Jessica Dass (Chief Risk Officer)

Mr. Jai Singh A.C.A., B.Com., C.F.A. (Head of Bus. Devel. & Distribution)

Mr. James Randall (Head of Information Technology)

Mr. Luke Grbin (Head of Platform Services)

Recognition and Awards
Fiducian Group has been recognised as the 'Best Advisor' at several awards including the Money Management inaugural Adviser Hall of Fame Awards, the SMSF Awards, and the Investment Trends Award. The firm has also been named 'Employer of the Year' at the Australian Accounting Awards.
References

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Fiducian Group
Leadership team

Mr. Inderjit Singh B.Tech., CFP, O.A.M., CFP, BTech, MComm (Bus) (Founder, Exec. Chairman & MD)

Mr. Rahul Guha (Exec. Chairman of Fiducian Services & CFO)

Mr. Paul Gubecka B.Com., CPA, C.S., L.L.B., L.L.M. (Gen. Counsel & Company Sec.)

Products/ Services
Finance, Financial Services, Personal Finance, Wealth Management
Number of Employees
100 - 500
Headquarters
Sydney, New South Wales, Australia
Established
1996
Net Income
5M - 20M
Revenue
20M - 100M
Traded as
ASX:FID
Social Media