Send to a Friend

Corporate Superannuation

FMD Financial is dedicated to providing innovative and professional financial advice and service to corporate and individual clients.

FMD Financial is unique and has the commitment and experience to be able to successfully deliver consistent, quality service and advice with representation across Australia, whilst maintaining the feel of dealing with a boutique style operation.

The people responsible for the management of corporate accounts are in fact the owners of our business. They are highly skilled professionals who have only one ambition: to provide a high quality financial planning service that delivers strategic advice to individuals and businesses in a unique and personal fashion.

In addition to the Account Managers we have a team of professionals available to assist the fund at any given time who can be contacted on our toll free number.

Whether you are a national company or state based company, we are well placed to confidently deliver to your company and members our range of advice and services.

Experience the difference

Our organisation can provide personal advice and service for corporate memberships based on the following statements:

  • With a high proportion of financial planners being Certified Financial Planners
  • FMD Financial is privately owned by the staff who will provide your ongoing advice and service
  • We focus solely on financial planning – your future peace of mind will rest with a company that specialises in this area
  • We offer personal advice on a national scale that both large and small companies often have difficulty matching
  • Our offices are conveniently located in Melbourne, Sydney, Brisbane and Adelaide
  • Our toll-free telephone number automatically links members to their nearest FMD Financial office
  • You will not simply have one Financial Planner working for you, but a team of professionals

Provision of Member Services

Our Provision of Member Services has three key components that include:

  1. Member Services provided under an agreed fee arrangement
  2. Employer/Policy Committee Service
  3. Additional Member Service provided outside the fee arrangement