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FMD Financial - Expert financial advisers

About

Our experienced advisers know health, wealth and happiness is what most people want from life. We've helped hundreds of clients invest with confidence, while taking the right measures to protect their income and assets. Our clients are successful professionals with busy jobs, loving families and big ambitions. They know markets go up and down, but their FMD adviser is a trusted source of knowledge and advice as life changes. Our whole team aspires to excellence in our profession. Our advisers are Certified Financial Planners (CFP®) the highest financial planning qualification as well as having further business or finance qualifications. We meet the highest ethical and professional standards as an 'FPA Professional Practice.'​ We estimate just 10% of firms are recognised as a professional practice and we undergo a rigorous screening process every three years to meet the FPA's requirements. Come in and meet with an adviser to discuss your financial goals. We don't charge a fee for the first meeting because we want to make sure we're right for you and you're right for us. https://www.fmd.com.au/ FAST FACTS: - FMD is not owned by a bank - Offices in Melbourne, Adelaide & Brisbane - 17 advisers and growing - 50 staff across the country - In-house investment management capability - Low client-to-adviser-ratio - $1.7B of Funds Under Management

Country

AU

Address

Level 31, 367 Collins Street, Melbourne

Postal Code

3000

Company Type

Privately Held

Employees

64

Industry

Financial Services

Specialties

Self-managed Superannuation; Finanical Planning; Investment Advice; Retirement Planning; Business Structures; Wills & Estate Planning; Aged Care; Insurance; Downsizing; Redundancy; Career Change; Divorce; Blended Families; Asset Allocation; Goal-setting; Debt Management

Top Decision Makers · 1

Director/Adviser

Person Avatar

Michael Reynolds

Australia

Email

******@***.com

Phone

(**) *** ****

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