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About Us

What makes us different is that as an alliance business with over 30 professionals managing considerable funds, our clients have the security and confidence of dealing with a stable, professional organisation with the resources to deliver on our promises. As a business owned and operated by management we value transparency and personal relationships. Our clients receive the personal attention they deserve which larger businesses have trouble matching. 

Established in 2001, the success of the first FMD Financial office in Melbourne has resulted in national expansion, with affiliated offices now located in Adelaide and Brisbane.

FMD’s professional team work with you to achieve your objectives

At FMD Financial, we recognise that the quality and experience of our team is the key to our success, and more importantly, your financial well-being. Our team of Advisers pride themselves on their professionalism and customer-centric focus, and will work with you to help create a life of choice and opportunity.

Providing you with personal service

With a talented team of client service members supporting our Advisers, we provide you with not only quality financial services, but also the exceptional customer service that you deserve.

FMD Advisers are dedicated to providing a high quality service that delivers strategic advice and innovative solutions in a range of areas including: 

  • Investment planning
  • Retirement planning
  • Superannuation strategies
  • Redundancy advice
  • Wealth creation
  • Personal insurance and risk management
  • Self Managed Superannuation Funds
  • Estate planning
  • Succession planning 

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