Profile PDF - Fiducian Financial Services
Transcription
Profile PDF - Fiducian Financial Services
Roland has extensive experience as a Financial Planner and believes that all clients deserve to have their financial needs carefully considered, with a view to meeting their personal needs and goals. Roland Sathiaseelan AFP®, Adv. Dip. FS (FP) Financial Planner Authorised Representative Roland holds an Advanced Diploma of Financial Services in Financial Planning. Additionally, he has a working knowledge of small to medium enterprises having successfully worked for Westpac Banking Corporation and the Commonwealth Bank of Australia as a Business Financial Adviser. He has also run his own company for a number of years, giving him a sound understanding of the challenges small to medium sized businesses face. Fiducian Financial Services North Melbourne Level 3, 1 / 70 Racecourse Rd North Melbourne, Vic, 3051 Ph: 1300 210 277 Fx: (03) 9326 6644 Away from work, Roland enjoys spending time with his wife and three children, watching AFL and cricket, while also being actively involved in his local church. [email protected] As an Authorised Representative of Fiducian Financial Services, Roland is committed to providing you with a high level of service in a professional manner; including strategies to cover wealth creation, pre-retirement, retirement and redundancy planning, maximising Centrelink benefits, income & asset protection, tax strategies, estate planning and debt management advice. www.fiducianfs.com.au Roland is authorised by Fiducian Financial Services Pty Ltd to provide you with financial planning services, which includes advising and dealing in the following financial products: • • • • • • • • • Wealth Creation, including Gearing; Personal Superannuation and Employee Superannuation; Life Risk Insurance; Self-Managed Superannuation Funds; Budget and Cash Flow Planning; Centrelink and other Government Benefits; Aged Care Assistance; Estate Planning; Credit Review and Debt Management; Roland Sathiaseelan is an Authorised Representative (ARN: 295474) of Fiducian Financial Services Pty Ltd ABN 46 094 765 134 Australian Financial Services and Australian Credit Licence 231103 Registered Office: Level 4, 1 York Street, Sydney NSW 2000 • • • • • • • • Managed Investments; Government Bonds; Deposit and Fixed Interest Products; Investor Directed Portfolio Services; Managed Discretionary Accounts Services; Retirement Savings Accounts; Margin Loans; Credit Advice.