Fiducian Group

What Fiducian Group does

Fiducian Group Limited is an ASX-listed (ticker: FID) Australian financial services group headquartered in Sydney that operates an integrated financial advice, funds management, superannuation, and platform technology business. Founded in 1996 by Inderjit (Indy) Singh, the company serves private individuals, business owners, SMSF investors, and external financial advisers across Australia through a nationwide network of more than 70 financial advisers spanning 40 offices, supplemented by mobile and online client channels. Its core products comprise Fiducian Advice, Fiducian Investments (multi-manager diversified and specialist funds), the Fiducian Superannuation master trust, Fiducian Adviser Solutions, the FORCe financial planning software, and a suite of personally managed share portfolios, together managing AUD 10.6 billion in funds under management, advice, and administration as at mid-2021.

The company's investment process centres on its proprietary "Manage the Manager System," which constructs portfolios by blending multiple underlying fund managers and styles to deliver diversified, risk-adjusted returns. This methodology underpins a broad product shelf that ranges from the Fiducian Capital Stable and Balanced Funds to specialist strategies in Australian shares, emerging markets, fixed interest, geared equities, and global small caps. On the technology side, Fiducian develops and licenses the FORCe financial planning platform alongside proprietary administration systems, sold both internally and to external adviser practices, and operates the Fiducian Mobile App for real-time client portfolio monitoring.

Fiducian's revenue model combines asset-based management fees on its multi-manager and specialist funds, administration fees from the superannuation master trust and platform solutions, professional-services revenue from financial advice delivered through the adviser network, and subscription revenue from FORCe and related adviser software tools. Distribution is predominantly face-to-face through the franchise-style adviser network, with secondary digital onboarding and self-service via the mobile app and online portal. The group is regulated by APRA, ASIC, and ASFA membership, and on 2 April 2026 APRA imposed additional licence conditions on Fiducian Portfolio Services Limited following a thematic review identifying deficiencies in investment governance, conflict management, and board oversight, requiring independent expert reviews and a halt to onboarding new high-risk investment options.

Name

Fiducian Group

Legal name

Fiducian Group Limited

Website

https://fiducian.com.au

Company type

Public

Founded year

1996

Operating status

Operating

Headcount range

51–100 employees

Short description

Fiducian Group Limited is an ASX-listed Australian financial services group that provides financial advice, multi-manager funds management, superannuation administration, and adviser software to private individuals, business owners, SMSF investors, and external financial advisers across Australia through a franchise network of 70+ advisers.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Finance Services (6199)

akta.pro primary industry

Personal Trust & Fiduciary Administration (FSAEAKAA)

akta.pro secondary industries

Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Wealth management services
• Financial planning advice
• Superannuation management
• Fund management services
• Investment portfolio management

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Funds Management: Fiducian generates revenue through managing investment funds, offering diversified and specialist multi-manager investment funds plus managed share portfolios. The company manages $10.6 billion in funds under management, advice and administration.
2. Financial Planning Services: Revenue from providing financial advice services to private individuals and business owners through a network of financial advisers.
3. Platform Administration: Revenue from administering superannuation master trust services and platform solutions for financial advisers and their clients.
4. Adviser Software Solutions: Revenue from providing FORCe financial planning software, platform solutions, and practice management tools to financial planning businesses.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Fiducian Group is a diversified financial services company that provides financial planning advice, multi-manager investment funds, superannuation master trust services, and platform administration software for individual clients and financial advisers. Its proprietary Manage the Manager System underpins a range of diversified and specialist funds, while FORCe financial planning software and platform solutions are sold to financial planning businesses. The company operates a nationwide franchise network of more than 70 financial advisers across 40 Australian offices.

Product overview

Fiducian Group Limited is a diversified financial services group offering funds management, financial planning, platform administration, financial planning software, and administration systems development. The company operates through several interconnected product lines: Fiducian Advice provides financial planning and advisory services to individuals and business owners; Fiducian Investments serves as the boutique fund manager with a 25-year track record offering the Fiducian Diversified Funds (Balanced, Capital Stable, Growth, and Ultra Growth) and Fiducian Specialist Funds (Australian Shares, Australian Smaller Company Shares, Capital Safe, Emerging Markets Strategy, Fixed Interest, Geared Australian Shares, and Global Smaller Companies); Fiducian Superannuation Service is the master trust for retirement wealth management; Fiducian Adviser Solutions combines platform technology and the FORCe financial planning software for advisers; Fiducian Managed Portfolios provide four actively managed direct share portfolios (Imputation, Growth, Property Securities, and Emerging Leaders) with up to 14 shares each; and the Fiducian Mobile App enables clients to monitor their investments and superannuation in real-time. The Manage the Manager System underpins the multi-manager investment approach across all fund products.

Differentiator

Problem solved

Functional benefit

Brands

• FORCe Software: Flagship financial planning software for financial planning businesses
• Fiducian Superannuation
• Fiducian Personal Managed Share Portfolios

Products and services

• Fiducian Advice Financial planning and advisory services for private individuals and business owners, offering personalised advice on wealth creation, retirement planning, and aged care planning.
• Fiducian Investments Boutique fund manager business with a 25-year track record offering diversified and specialist multi-manager investment funds plus managed share portfolios.
• Fiducian Superannuation Service Superannuation master trust designed to help clients build and manage their retirement wealth.
• Fiducian Adviser Solutions Suite of platform solutions and planning software tools designed to help financial advisers automate manual tasks and grow their businesses.
• FORCe Financial Planning Software Flagship financial planning software solution for financial planning businesses, providing portfolio management and planning tools.
• Fiducian Mobile App Mobile application enabling clients to monitor their superannuation and investments in real-time, with secure dashboard access and portfolio viewing capabilities.
• Fiducian Diversified Funds Multi-manager diversified investment funds providing broad diversification across different fund manager styles, suitable for various risk profiles.
• Fiducian Balanced Fund Diversified multi-manager fund targeting moderate to growth-oriented investors seeking balanced risk-return outcomes.
• Fiducian Capital Stable Fund Diversified multi-manager fund designed for conservative investors prioritising capital preservation with moderate growth.
• Fiducian Growth Fund Diversified multi-manager fund targeting long-term capital growth for investors with higher risk tolerance.
• Fiducian Ultra Growth Fund Diversified multi-manager fund for investors seeking maximum long-term capital growth with high risk tolerance.
• Fiducian Specialist Funds Suite of sector-specific and specialist investment funds offering targeted exposure to specific asset classes and markets.
• Fiducian Australian Shares Fund Specialist fund providing exposure to Australian listed equity securities.
• Fiducian Australian Smaller Company Shares Fund Specialist fund targeting smaller Australian companies with higher growth potential.
• Fiducian Capital Safe Fund Specialist fund focused on capital preservation with lower volatility than growth-oriented funds.
• Fiducian Emerging Markets Strategy Specialist fund providing exposure to emerging market equities globally.
• Fiducian Fixed Interest Fund Specialist fund investing in fixed income securities including bonds and other debt instruments.
• Fiducian Geared Australian Shares Fund Geared fund providing leveraged exposure to Australian equity securities for investors seeking amplified returns.
• Fiducian Global Smaller Companies Strategy Specialist fund targeting global smaller company equities with growth potential.
• Fiducian Managed Portfolios Professionally managed direct share portfolios offering the benefits of direct ownership without the hassle of research and ongoing management.
• Imputation Portfolio Managed share portfolio focusing on Australian shares with imputation credits, featuring up to 14 stocks.
• Growth Portfolio Managed share portfolio targeting capital growth through Australian equities.
• Property Securities Portfolio Managed portfolio providing exposure to Australian listed property securities and REITs.
• Emerging Leaders Portfolio Managed share portfolio focused on smaller and emerging Australian companies with growth potential.

Segments4 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Australian Superannuation Funds Association (ASFA)minorOthersFiducian is a member of ASFA, collaborating with the broader superannuation industry to assess emerging cyber threats and optimise industry responses to security challenges.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Hub24: ASX-listed investment and superannuation platform serving financial advisers with portfolio management, reporting and administration tools, directly competing with Fiducian Adviser Solutions in the independent adviser channel.
• Magellan Financial Group: Australian boutique fund manager offering managed funds and investment strategies to retail and institutional investors, comparable to Fiducian Investments' multi-manager fund range and managed share portfolios.
• Praemium: Australian provider of separately managed account (SMA) and portfolio administration technology for financial advisers, overlapping directly with Fiducian's managed portfolio and platform solutions.
• Netwealth Group: Australian ASX-listed platform and wealth manager offering administration, superannuation and investment solutions to financial advisers and their clients, closely comparable to Fiducian's platform and managed account offerings.

Broad incumbents

• Insignia Financial (formerly IOOF): Major ASX-listed Australian wealth management group with advice, superannuation and platform businesses, competing with Fiducian across multiple product lines and at substantially greater AUM scale.
• AMP Limited: One of Australia's largest wealth managers and retail platform providers, offering superannuation, advice, funds management and platform services that broadly overlap with Fiducian's integrated offerings.
• Perpetual Limited: Long-established ASX-listed Australian wealth manager offering funds management, financial advice and trustee services, comparable in scope to Fiducian's diversified financial services offering but at much greater scale.
• BT Financial Group (Westpac): Bank-affiliated wealth and superannuation provider within Westpac, offering platform, advice and investment products that compete with Fiducian across the adviser and direct channels.
• Australian Unity: Australian mutual providing banking, wealth, superannuation and advice services, with comparable super master trust and investment offerings to Fiducian's retail wealth business.

Emerging players

• Class Limited: ASX-listed provider of SMSF administration and accounting software, comparable to Fiducian's SMSF administration support and an indirect competitor in the adviser technology stack alongside FORCe.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fiducian-group-limited
• Xx.com/FiducianFS
• Facebookfacebook.com/fiducianfs

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fiducian Group