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Lee Wapling
Lee Wapling

CEO

Melbourne

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FMD is growing

Welcome to our new FMD Team Members!

2019 was a big year for FMD with a number of significant changes, including our move to operating under our own Australian Financial Services Licence (AFSL), and welcoming the clients of Axios Financial Solutions and JC Consulting.

As a result of these changes we also welcomed a number of new staff members over the past few months, including former Axios advisers Bentley Klein, Rohan Gulasekharam, Teresa Leake and Andrew Goh, who will add their expertise to FMD’s advisory team in Melbourne, and Dominic Kwok who many of you know has joined the advisory team in Adelaide.

Kelly Mayberry, Yenuk Watapulawa, Alison Thomas, Aakash Mehta and Barry Wu have joined our team of Associate Advisers supporting our advisers.

The client services and operations team has been expanded with the leadership of Natasha Bodek and the inclusion of Viola Wright, Ida Lee, Kerry Nielsen and, in Brisbane, Jack Fitzgerald.

To help with this increased population in our Melbourne office, our wonderful receptionist Sophie Donau has been joined by Suzi Hughes and reception hours have been extended to 8.30am – 5.30pm.

While there has been solid growth in our client base following the business acquisitions, we remain focused on keeping our industry-leading, low client to adviser ratio and supporting our advisers to ensure we continue to provide the standard of service that you as an FMD client enjoy.

Despite the queues at the coffee machine, we’re excited by all the new energy across the business and look forward to continued Health, Wealth & Happiness in 2020 for you all.


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General advice disclaimer: This article has been prepared by FMD Financial and is intended to be a general overview of the subject matter. The information in this article is not intended to be comprehensive and should not be relied upon as such. In preparing this article we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this article to particular circumstances. FMD Financial, its officers and employees will not be liable for any loss or damage sustained by any person acting in reliance on the information contained on this article. FMD Group Pty Ltd ABN 99 103 115 591 trading as FMD Financial is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977. The FMD advisers are Authorised Representatives of FMD Advisory Services Pty Ltd AFSL 232977.