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Home CompaniesFiducian Group Ltd

Fiducian Group Ltd

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
8.77 AUD 0.27 ( 3.18%)
Last update at 2026-11-06T05:10:00Z
VOLUME
29185
Market Cap
269.05M
P/E
20.24

Momentum Score

…

Fiducian Group Ltd, through its subsidiaries, provides financial services in Australia. It operates through Funds Management, Financial Planning, Corporate Services, and Platform Administration segments. The company provides investor directed portfolio and separately managed accounts services; and acts as the trustee of fiducial superannuation services. It also offers fiducial funds; financial planning services; client account administration platforms; and wrap platform administration services. In addition, the company develops IT software systems for financial planning; and offers financial advisory services, such as cash flow management, debt reduction, planning retirement, estate management, and aged care, as well as provides platform solutions and SMSF administration services. Further, it offers diversified and sector funds, specialist funds, managed portfolios, and manager system services. The company was founded in 1996 and is based in Sydney, Australia.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
8.45
Low
8.77
High
52 Week Price Range
7.54
Low
11.78
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Fiducian Group is an Australian wealth manager and financial advice firm that manages investment funds, superannuation and provides financial planning and trustee services to retail and institutional clients. Long-term growth may be supported by rising retirement savings and demand for fee-based advice, and investors may find its recurring management fees and client-retention focus appealing.
Key risks include fee revenue sensitivity to market volatility and flows, regulatory change in advice and superannuation, competition from larger platforms and concentration in Australia.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
8.50
Dividend Yield
6.42%
Revenue TTM
96.14M
Revenue Per Share
3.04
Gross Profit TTM
45.80M
Debt / Equity
0.18
ROE
22.67%
Net Debt
-26.86M
ROCE
23.35%
Diluted EPS TTM
0.42

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax 22.65M 26.55M 21.44M 17.67M 19.06M
Net income 13.41M 18.57M 15.04M 12.32M 13.32M
Selling general administrative 35.28M 29.96M 28.54M 27.82M 23.42M
Selling and marketing expenses - 2.77M 2.68M 2.00M 2.06M
Gross profit 66.22M 64.88M 58.83M 49.69M 47.09M
Reconciled depreciation 4.08M 4.39M 4.62M 4.78M 4.09M
Ebit 22.65M 26.55M 21.44M 17.67M 19.06M
Ebitda 26.73M 30.94M 26.06M 22.44M 23.16M
Depreciation and amortization 4.08M 4.39M 4.62M 4.78M 4.09M
Operating income 30.60M 26.55M 21.44M 17.67M 19.06M
Other operating expenses 65.54M 38.33M 45.62M 55.64M 50.48M
Interest expense - - - - 0.00M
Tax provision 9.24M 7.98M 6.40M 5.35M 5.75M
Interest income 1.81M 1.77M 1.50M 0.95M 0.23M
Net interest income 1.81M 1.77M 1.50M 0.95M 0.23M
Income tax expense 9.24M 7.98M 6.40M 5.35M 5.75M
Total revenue 96.14M 64.88M 80.80M 73.31M 69.54M
Total operating expenses 35.62M 38.33M 37.39M 32.02M 28.03M
Cost of revenue 29.92M 25.53M 24.83M 23.62M 22.45M
Total other income expense net -7.95M -14.41M -13.74M -11.59M -11.65M
Net income from continuing ops 13.41M 18.57M 15.04M 12.32M 13.32M
Net income applicable to common shares - 18.57M 15.04M 12.32M 13.32M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 97.93M 80.77M 74.25M 69.15M 70.69M
Intangible assets 25.56M 10.59M 25.71M 16.02M 19.55M
Other current assets 11.29M - -42.09M - -
Total liab 39.97M 20.44M 19.63M 18.24M 23.56M
Total stockholder equity 57.96M 60.33M 54.61M 50.91M 47.13M
Other current liab -3.50M - 2.40M 8.69M 12.23M
Common stock 8.37M - 7.79M 7.79M 7.79M
Capital stock 8.37M 8.37M - 7.79M 7.79M
Retained earnings 49.34M 51.78M 46.65M 43.00M 39.25M
Other liab - - - - 4.34M
Good will 13.63M 12.55M - 12.49M 12.72M
Other assets - - 2.84M 7.08M 7.01M
Cash 37.12M 34.94M 26.60M 19.65M 17.48M
Total current liabilities 0.93M - 12.96M 11.79M 14.98M
Current deferred revenue - - -1.70M -1.17M -1.60M
Net debt -26.86M - -23.62M -15.41M -11.66M
Short term debt 0.93M - 1.70M 1.17M 1.60M
Short long term debt 0.93M 1.04M - 1.17M 1.60M
Short long term debt total 10.25M - 2.98M 4.24M 5.83M
Other stockholder equity - - - -50.79M -47.03M
Property plant equipment - - - 4.36M 5.99M
Total current assets 56.06M - 34.85M 29.20M 25.43M
Net tangible assets - - - - 14.86M
Net receivables 7.66M 6.88M 15.49M 9.55M 7.94M
Long term debt 9.32M 5.27M - 3.07M 4.23M
Accounts payable 3.50M 3.25M 10.56M 3.10M 2.76M
Accumulated other comprehensive income 0.26M - 0.18M 0.11M 0.10M
Non currrent assets other -8.56M - 7.84M -0.00M -38.26M
Non current assets total 41.88M - 36.55M 32.87M 38.26M
Long term debt total - - - 3.07M 4.23M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments - 0.75M 0.55M -1.96M -9.71M
Change to liabilities - - - - -0.71M
Total cashflows from investing activities -5.42M 0.75M 0.55M -1.96M -9.71M
Net borrowings -1.44M -1.88M -1.66M -1.59M -1.70M
Total cash from financing activities -17.28M -14.85M -13.05M -10.15M -10.80M
Change to operating activities - - - - 0.41M
Net income 13.41M 18.57M 15.04M 12.32M 13.32M
Change in cash 2.17M 8.34M 6.96M 2.16M -1.83M
Begin period cash flow 34.94M 26.60M 19.65M 17.48M 19.32M
End period cash flow 37.12M 34.94M 26.60M 19.65M 17.48M
Total cash from operating activities 24.88M 22.43M 19.46M 14.28M 18.68M
Issuance of capital stock - 0.58M - - 0.15M
Depreciation 4.08M - 4.62M 4.77M 4.08M
Other cashflows from investing activities -4.73M 1.15M 0.63M -1.59M -9.13M
Dividends paid 15.85M 13.55M 11.39M 8.56M 9.25M
Change to inventory - - - 1.21M -0.62M
Change to account receivables -1.44M -0.68M 0.14M -1.06M 0.39M
Sale purchase of stock - 0.58M - 0.00M 1.55M
Other cashflows from financing activities -1.44M - -1.66M -1.96M -1.55M
Change to netincome - - - - 1.23M
Capital expenditures 0.69M 0.09M 0.08M 0.38M 0.58M
Change in working capital 8.06M 0.71M 0.49M -1.06M 0.39M
Stock based compensation - - 0.06M 0.02M 0.05M
Other non cash items -0.67M 21.73M -0.69M -2.81M 1.28M
Free cash flow 24.18M 22.35M 19.38M 13.90M 18.10M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
FID
Fiducian Group Ltd		 0.27
3.18%		 8.77 20.24 - 2.80 4.57 4.26
AFI
Australian Foundation Investment Company Ltd		 -0.07
1.00%		 6.92 30.39 - 25.11 1.03 24.95
ARG
Argo Investments Ltd		 0.01
0.11%		 9.52 27.97 - 24.56 1.01 24.64
L1G
L1 Group Limited		 -0.03
2.35%		 1.25 21.25 19.76 7.36 3.83 3.13
PNI
Pinnacle Investment Management Group Ltd		 -0.57
3.47%		 15.84 21.04 18.83 36.44 3.21 45.93

Profile*

Fiducian Group Ltd

Fiducian Group Ltd, through its subsidiaries, provides financial services in Australia. It operates through Funds Management, Financial Planning, Corporate Services, and Platform Administration segments. The company provides investor directed portfolio and separately managed accounts services; and acts as the trustee of fiducial superannuation services. It also offers fiducial funds; financial planning services; client account administration platforms; and wrap platform administration services. In addition, the company develops IT software systems for financial planning; and offers financial advisory services, such as cash flow management, debt reduction, planning retirement, estate management, and aged care, as well as provides platform solutions and SMSF administration services. Further, it offers diversified and sector funds, specialist funds, managed portfolios, and manager system services. The company was founded in 1996 and is based in Sydney, Australia.

1 York Street, Sydney, NSW, Australia, 2000

61 2 8298 4600

https://www.fiducian.com.au

166

Name Title Year Born
Mr. Inderjit Singh B.Tech., CFP, O.A.M., CFP, BTech, MComm (Bus) Founder, Exec. Chairman & MD 1949
Mr. Rahul Guha Exec. Chairman of Fiducian Services & CFO NA
Mr. Paul Gubecka B.Com., CPA, C.S., L.L.B., L.L.M. Gen. Counsel & Company Sec. NA
Ms. Julie Hargrave Head of Marketing & Communications NA
Mr. Robby Southall Exec. Chairman of Financial Planning NA
Mr. Conrad Burge Exec. Chairman of Fiducian Investment Management Services NA
Mr. Jai Singh A.C.A., B.Com., C.F.A. Head of Bus. Devel. & Distribution NA
Ms. Jessica Dass Chief Risk Officer NA
Mr. Luke Grbin Head of Platform Services NA
Mr. James Randall Head of Information Technology NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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