FMD Financial - Expert financial advisers

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

Financial Services
Melbourne, Victoria
Founded in 2001
51-200 employees

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

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2001
Employee Range
51-200
Revenue Range
Not available

Location

Address
Level 31, 367 Collins Street Melbourne
City
Melbourne
Region
Victoria
Postal Code
3000
Country
Australia

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