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:
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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
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Managed Investments;
Government Bonds;
Deposit and Fixed Interest Products;
Investor Directed Portfolio Services;
Managed Discretionary Accounts
Services;
Retirement Savings Accounts;
Margin Loans;
Credit Advice.