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HomeAugust 2014 Issue 96

Commonwealth Government superannuation scheme experts

Fiducian Financial Services (Deakin) are specialists in helping clients with tailored solutions to effectively manage their Commonwealth superannuation schemes along with a suite of other financial planning services.

Principals Ian Hosking and Cameron Darrow met in the Russell Offices 18 years ago when Ian was an artillery officer and Cameron an army logistics officer. From there, the journey began.

After a successful 21-year and 20-year career respectively in the Australian Army, Ian and Cameron entered the financial planning industry. In October 2002, they started Fiducian Financial Services (Deakin) with  Peter Leeson, another army officer who has since retired.

At first impression, there doesn’t seem to be an obvious link between the armed services and financial planning. However, Cameron explains, “Financial planning is the people-edge of the financial services industry where advisers build long-term relationships with clients.”

“In the army, officers develop excellent negotiation and communication skills and make decisions in an ethical manner—financial planning is a logical extension of these skills,” Ian added.

By the time the GFC hit in 2007-8, we had built up our business, had a strong referral base, and on-going growth to weather the crisis,” Ian said. “This strong referral base is still the linchpin of our business.”

“We pride ourselves as being experts on Commonwealth Government superannuation schemes. This is our point of difference and we are able to deliver great results for our clients.”

A privately owned Canberra-based company, Fiducian Financial Services (Deakin) is part of the Fiducian Group which is a national group that delivers financial advice, and provides a range of investment, superannuation and retirement services. The parent company of the Fiducian Group is Fiducian Portfolio Services Limited (Fiducian), a public company listed on the Australian Securities Exchange in 2000.

“Importantly, Fiducian is an independent publicly listed company and not owned by a bank. There is no pressure on our advisers to recommend bank-specific products. They will research every fund and make product recommendations based solely on their merits as part of the client’s overall financial strategy.”

The Canberra team comprises of Ian and Cameron who are joined by two other financial planners, Peter Orr and Ingrid Stoker, three assistant financial planners, and five support staff.

Ian specialises in providing advice on military and public service superannuation schemes. In addition to this, he provides advice on salary packaging and wealth creation. Ian is a member of the Financial Planning Association and holds the following professional designations and qualifications: Certified Financial Planner; Diploma of Financial Planning; Bachelor of Science (UNSW) and Master of Management Studies(UNSW).

Cameron specialises in providing advice on military and public service superannuation schemes. He also advises on wealth creation, retirement planning, redundancy management and salary packaging strategies.Cameron is a member of the Financial Planning Association and an Associate Fellow of the Australian Institute of Management. Cameron holds the following professional qualifications: BA (Hons Econ); Grad Dip Info sys; M Def Stud; MSc (Mgt).

A former ASIC employee, Peter has had extensive experience working with clients in

The name Fiducian is derived from the Latin word ’Fiducia’. Over the years, persons of high integrity, in positions of responsibility and who command trust and respect for their knowledge and expertise, have been spoken of as exercising their duties in a fiduciary capacity.

the Commonwealth and ACT Public Service as well as the Australian Defence Force. He specialises in salary packaging, wealth creation, superannuation (in particular the CSS, PSS, DFRDB and MSBS schemes) and retirement planning strategies. Peter holds the following professional designations and qualifications: Certified Financial Planner; Diploma of Financial Planning; Diploma of Financial Markets and is a member of the Financial Planning Association.

Ingrid Stoker has had extensive experience in self-managed super funds and aged care issues in addition to the core areas of financial planning – wealth creation, superannuation and retirement planning. Ingrid completed a specialist course in estate planning and asset protection, and works closely with solicitors to achieve comprehensive estate planning solutions.

Ingrid is a member of the Financial Planning Association and holds the following professional designations and qualifications: Certified Financial Planner; Accredited Estate Planning Strategist; Graduate Diploma of Financial Planning and Bachelors degrees in Law and Arts.

“We believe the key to our success is being able to provide our clients with tailored solutions to meet their financial goals and aspirations,” Cameron said.

“Our technical ‘edge’ is reflected in the fact that since establishing our business at the end of 2002, an adviser from our office has won the national Fiducian Adviser of the Year award on 5 of the 11 occasions that it has been awarded,”

Fiducian Financial Services Deakin is in many ways an employer of choice. They offered maternity leave in 2002 before many private companies provided this option, they provide support to the Fiducian Charity, Vision Beyond Aus, sponsor the local Services Golf Day, and have sponsored Chloe Hosking (no relation to Ian Hosking) who is a Canberra professional racing cyclist who competed in the Commonwealth Games.

Suites 10 & 11, Royal Life Saving House 26-28 Napier Close, DEAKIN ACT 2600 T: (02) 6162 2656
www.provident.net.au

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