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11-50 employees
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Financial Services
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Level 31,367 Collins Street,Melbourne,AU
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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
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FMD Financial - Expert Financial Advisers Email Formats | Example Email Formats | Percentage |
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{first}.{last} | [email protected] |
92.86%
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The widely used FMD Financial - Expert Financial Advisers email format is {first}.{last} (e.g. [email protected]) with 92.86% adoption across the company.
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