Anna has been involved in the financial services industry since 2003 and joined FMD Financial Adelaide in 2009 as an associate adviser. In 2013 Anna moved to FMD Financial Brisbane bringing a broad technical knowledge base combined with a genuine interest in improving the financial wellbeing of clients.

Anna's skills and knowledge provide her with the expertise to deliver comprehensive advice across a broad spectrum of financial issues; spanning from wealth creation, superannuation and personal insurance through to pre and post retirement planning including specialised areas of Centrelink, DVA and Aged Care. Anna provides a personalised and dedicated service and has developed strong relationships with many clients as a trusted coach and navigator in their financial journey.

Dominic specializes in tax-effective strategies both inside and outside of superannuation and has a keen interest in investment portfolio development and management.

He has a Bachelor of Finance from the University of Adelaide and has worked in financial services for almost 10 years, most recently as a senior financial adviser with BT Financial Group and prior to that as a senior financial adviser with Mackenzie Strategic Wealth.

Dominic is passionate about providing a long-lasting holistic service to clients to empower them to make sound short- and long-term choices about their money and everything that’s linked to it. Outside of work Dom enjoys spending time with family and is an avid Formula1 enthusiast and a road cyclist.

Schedule time with me

Jason helps time-poor professionals tackle the financial challenges life throws at them. From career change to retirement planning, relationship separations, redundancy, funding kids’ education or planning for parents moving into aged care. He has worked closely with the founding directors at FMD Financial for almost a decade, providing strategic and investment advice to our clients.

Jason develops long-term relationships with his clients and they value knowing they’re not alone in planning for the future and protecting their family. He sees himself as a personal financial coach, supporting clients with the latest information and strategies to manage their money and build wealth.

Jason joined FMD Financial in 2008 and is a degree-qualified Certified Financial Planner (CFP) with a B.com, Accounting.

Schedule time with me

Aaron joined FMD Financial in 2005, became an Authorised Representative in 2007 and attained his Certified Financial Planner (CFP) qualification in 2012, which requires adhering to the highest professional and ethical standards in the profession. As an integral part of the Melbourne advisory team, Aaron provides prudent and strategic advice to FMD clients and articulates a clear plan for clients to develop their own success through a disciplined and professional approach.

As a fully qualified financial adviser, Aaron's broad skills and knowledge have provided him with the expertise to deliver a full range of financial planning advice and services to a number of corporate superannuation plans as well as new and existing clients, specialising in tax minimisation strategies, self managed superannuation, investment structures and retirement planning.

Schedule time with me

With 30 years of experience as a practising Financial Planner both in Australia and Hong Kong, Regina has a deep understanding of the wealth management needs of professionals and entrepreneurs.

She has built a richly rewarding and satisfying career helping people across two continents achieve their wealth creation goals. Her rich experience and extensive networks now see Regina working alongside our advisory team to introduce new clients to FMD’s Health, Wealth and Happiness philosophy and our proven approach to providing holistic, client-centred advice.

Andrew has been working in the financial services industry for 26 years, with 20 of those years at Axios Financial Solutions. He joined FMD Financial late 2019 and brings with him his rich experience as a financial adviser, a strong grasp on the industry, and insight into what it takes to support clients and help them achieve their financial goals.

Outside of work, Andrew enjoys park outings with his wife and the occassional competitive Pinball tournament.

Andrew holds a Bachelor of Commerce (Accounting and Insurance) and a Diploma of Financial Planning.

Schedule time with me

Daniel joined FMD in 2007 as an Adviser upon relocating to Adelaide from Melbourne. Daniel has been involved in the financial planning industry since 2002.

He brings to FMD Financial a broad technical knowledge base and has developed a reputation for providing high quality service and advice to his clients. He assists his clients meet their financial and lifestyle goals through strategic and personalised planning.

Schedule time with me

Martin has been in the financial planning industry since 1984, starting with a medium-sized practice in London, where he became their youngest director in 1992. He has continued in this industry since moving to Australia in 1999.

Prior to establishing FMD Financial (Queensland) in 2004, Martin was a Senior Adviser with a multi-national human resource consulting group where he sat on the National Investment Committee and where he helped a broad client base achieve their financial and lifestyle goals through expert advice including retirement, redundancy, wealth accumulation and Centrelink strategies.

Michael joined FMD from Investwell Financial Planning as an Adviser with fresh ideas and enthusiasm in 2012.

Michael started his career in the financial services industry in 2001 as a paraplanner, writing technical plans and formulating strategies. From there, he moved to a planner role for a small boutique financial planning firm, where he quickly established valued relationships with clients who grew to depend on him for his advice and expertise.

Schedule time with me

David provides advice to people in both the wealth accumulation and retirement phases to help them establish and achieve their financial and lifestyle goals. David is able to achieve this by providing high level strategic and investment advice combined with a disciplined review process.

David joined FMD in 2010 and is a Principal Adviser in the Melbourne office. David's experience in the financial services industry began in 1989, in the superannuation administration field, before moving to financial planning in 1996. Immediately prior to his role at FMD Financial, David worked at a large multi-national private bank, specialising in personal financial strategies and investments for high net worth individuals, business owners and executives.

Schedule time with me

Anna provides advice on a whole spectrum of money issues and enjoys helping her clients work through different life stages such as starting a family, saving for their kids’ education, managing day to day cash flow and debt, achieving work/life balance, career change, relationship separation, investing in assets, planning for retirement and caring for ageing parents.

Anna’s passion is gaining a deep understanding of her client’s unique situation and what’s most important to them now and in the future. From there, Anna can tailor a strategy addressing her client’s specific personal and financial needs. Anna’s drive is helping her clients understand where they currently stand and where they are going so they can feel confident about their future, enabling them to have more time to focus on enjoying other areas of their life.

Anna joined FMD Financial in 2014 and has over 10 years’ experience in the advice industry. She is degree-qualified with a B.com majoring in Financial Planning, Finance & Economics.

Schedule time with me

Rohan brings a wealth of experience and industry knowledge to the team, having worked in the financial services industry for 42 years.

Rohan enjoys a healthy work/life balance and encourages his clients to do the same. Time with his family, golf, footy and travel are just some of his favourite things to do outside the office.

He works incredibly hard to build and maintain professional and personal relationships with his clients and their families. The many positive testimonials and ongoing trust he receives is proof of this commitment.

Schedule time with me

Karl joined FMD with 21 years of financial advisory experience, previously working in Minneapolis and Sydney before returning home to Melbourne.

Karl enjoys seeing his clients align their financial decisions with their underlying lifestyle values. His strengths include retirement planning, wealth creation, aged care and estate planning.

A former classical musician, he also likes bushwalking, time with family and a good coffee.

Nick specialises in providing strategic advice in relation to superannuation, retirement income streams, wealth creation, personal and business insurance, investment portfolios, managed funds and asset allocation. Nick has been involved in the financial services industry since 1998. Prior to working at FMD Financial, he was employed in various roles within the superannuation and wealth management areas of a global consulting firm.

Nick commenced his employment with FMD Financial in April 2007. He has a Bachelor of Commerce degree as well as a Graduate Diploma of Financial Planning and is a Certified Financial Planner™ professional.

Schedule time with me