FMD Financial - Expert financial advisers
Financial Services
Melbourne, Victoria, Au
58 employees
- Employees
- 58
- Contacts
- 2
- Emails
- 2
- Phones
- 1
FMD Financial - Expert financial advisers Overview
- Headquarters
- Melbourne, Victoria, Au
- Phone Number
- Available in AeroLeads
- Website
- fmd.com.au
- Industry
- Financial Services
- Employees
- 58
- Founded
- 2001
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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
FMD Financial - Expert financial advisers Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
FMD Financial - Expert financial advisers Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Greg Fagan | Co-founder, Chairman & Managing | Greater Melbourne Area, Australia |
Email
|
| Donna Loon | Senior Change Professional |
View
|
|
| Tim Gaspar | Head of Lending - Fmd Financial | Greater Melbourne Area, Australia |
Email
Phone
|
Employees by Management Level
Individual contributor
10 profiles
Manager
5 profiles
Senior / Lead
3 profiles
Executive
2 profiles
VP / Head
2 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 0 |
| Sales | 4 | 4 | 1 |
| General | 3 | 3 | 0 |
| Marketing | 1 | 1 | 1 |
| Legal | 1 | 1 | 1 |
| Healthcare | 1 | 1 | 0 |
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