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 Details
- Employees
- 58
- Founded
- -
- Address
- Level 31, 367 Collins Street, Melbourne,3000,australia
- Phone
- +61-39-620-4633
- me****@****.com.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fmd.com.au
- Keywords
- 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.
- HQ
- Melbourne
Fmd Financial - Expert Financial Advisers Questions
Fmd Financial - Expert Financial Advisers's helpline number is +61-39-620-4633
Fmd Financial - Expert Financial Advisers's website is fmd.com.au
Fmd Financial - Expert Financial Advisers's LinkedIn profile is https://au.linkedin.com/company/fmd-financial-pty-ltd
Fmd Financial - Expert Financial Advisers has
58 employees.
View email and phone details for 58
employees at Fmd Financial - Expert Financial Advisers.
Fmd Financial - Expert Financial Advisers's industry is
Financial Services
Fmd Financial - Expert Financial Advisers's top competitors are
Y Partners,
Advanced Braking Technology,
Lovelofb,
Annex Wealth,
Atlas Outsourcing Pty Ltd,
Fourth Line,
Sheridans Accountants & Financial Planners Pty Ltd,
Affinity Private Advisors,
Financial Advice Association Australia (Faaa),
Viridian Financial Group.
Fmd Financial - Expert Financial Advisers's support email address is melbourne@fmd.com.au
Fmd Financial - Expert Financial Advisers's categories are Financial Services
Fmd Financial - Expert Financial Advisers's founding year is 2001
