MenuPhuong Phan
About Me
Phuong Hoang Kim (Phoebe) Phan is an Authorised Representative of Fiducian Financial Services Pty Limited.
With a passion for helping individuals and families navigate their financial journey, Phoebe’s primary objective is to provide sound financial advice to alleviate stress and bring financial peace of mind. She is passionate about helping clients relieve financial burdens, whether it’s managing debt, saving for the future, or making informed investment decisions.
Phoebe holds a Bachelor of Commerce and a Graduate Diploma of Financial Planning.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Advanced Diploma -
Years of Experience 1 Years
