Satinder Kaur

Fiducian Financial Services Pty Ltd

Gold

13 Yrs Experience

South Perth, WA 6151

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An experienced and qualified financial planning professional with a career spanning over 17 years across the banking, financial planning, credit and Insurance sector in Australia and overseas. Proven track record in managing teams of banking professionals with experience gained across advanced financial planning, client and business development and retail promotions. Solid background in many of the statutory controls and procedures within the industry with a demonstrated capability in client and stakeholder engagement and influence.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 February 2023

We have found Satinder to fully understand our situation and has provide in-depth advise relating to our retirement.

5.00 February 2023

Any relevant documentation from meetings is always followed through. Excellent advice to date, and we feel confident that Satinder is providing us clear direction toward our retirement and after.

4.50 February 2023

Satinder is very easy to communicate with. At our meeting she was ready with plenty of information and multiple platforms to share this information. I feel secure that she will look after our investments and therefore us. Satinder is very approachable, and I feel comfortable with Satinder being our financial adviser.

4.50 February 2023

I am a long term(25 years) client with Fiducian. Satinder was confident and helpful. she has a friendly and approachable personality. my portfolio is not complicated therefore I feel secure in the knowledge that as my adviser Satinder will be helpful . I hope have a good working relationship with her. all the best