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Advice you can trust.

There are lots of financial advisers out there but we're proud to say there's not many like us. Not everyone subscribes to the highest ethical and professional standards – the FPA Professional Practice. In fact, we estimate just 10% of firms are recognised as a professional practice. FMD undergoes a rigorous screening process every three years to meet the FPA's requirements.

A financial partner that ticks all the boxes

40 staff across the country

40 staff across the country

$ 1 billion of funds under advice

$ 1 billion of funds under advice

In-house investment management capability

In-house investment management capability

3 offices in 3 states

3 offices in 3 states

NOT owned by a bank

NOT owned by a bank

20+ advisers and growing

20+ advisers and growing

Low client adviser ratio

Low client adviser ratio

Advisers average 10 years service

Advisers average 10 years service

Meet our advisers

Greg Fagan
Greg Fagan

Chairman / Adviser - Melbourne

Greg established FMD Financial in 2001 with a group of colleagues. Greg is FMD Financial's Chairman and also an Adviser in the Melbourn...

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Adam Davenport
Adam Davenport

Director / Adviser - Melbourne

Adam was part of the founding team that established FMD Financial in 2001, and is a Director and Adviser in the Melbourne office. Adam'...

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Lee Wapling
Lee Wapling

CEO - Melbourne

Lee is dedicated to providing sophisticated strategic advice and investment services that enable clients to fulfil their chosen lifesty...

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Craig Williams
Craig Williams

Director/Adviser - Melbourne

Craig joined FMD Financial in 2002 and is a Director and Financial Adviser in our Melbourne office. Craig has worked in the financial s...

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Jason Calleja
Jason Calleja

Financial Adviser - Melbourne

Jason helps time-poor professionals tackle the financial challenges life throws at them. From career change to retirement planning, rel...

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Mike Reynolds
Mike Reynolds

Director / Adviser - Melbourne

Mike joined FMD Financial in 2002 and is a Director and Adviser in the Melbourne office. Since joining the financial services industry ...

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David Batchelor
David Batchelor

Financial Adviser - Melbourne

David provides advice to people in both the wealth accumulation and retirement phases to help them establish and achieve their financia...

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Michael Russell
Michael Russell

Financial Adviser - Melbourne

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

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Aaron Hitch
Aaron Hitch

Financial Adviser - Melbourne

Aaron joined FMD Financial in 2005, became an Authorised Representative in 2007 and attained his Certified Financial Planner (CFP) qual...

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Lauren Abela
Lauren Abela

Financial Adviser - Melbourne

Lauren is dedicated to managing client wealth strategically, prudently and efficiently and loves to see successful women realise their ...

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Nick Stanley
Nick Stanley

Financial Adviser - Melbourne

Nick specialises in providing strategic advice in relation to superannuation, retirement income streams, wealth creation, personal and ...

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Richard Dahl
Richard Dahl

FMD Investment Committee Chair & Financial Adviser - Adelaide

Richard established FMD Financial (Adelaide) in 2004 and is a Director, Adviser and Chair of the FMD Investment Committee. Richard has ...

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Daniel Arcadiou
Daniel Arcadiou

Financial Adviser - Adelaide

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

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Martin Hawkins
Martin Hawkins

Director / Adviser - Brisbane

Martin has been in the financial planning industry since 1984, starting with a medium-sized practice in London, where he became their y...

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Anna Oudendijk
Anna Oudendijk

Financial Adviser - Brisbane

Anna has been involved in the financial services industry since 2003 and joined FMD Financial Adelaide in 2009 as an associate adviser....

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Flexible, efficient investment solutions

The investment process is at the heart of our business with FMD's Investment Committee. Senior FMD advisers, an independent economist and investment professionals construct, monitor and review a range of risk-aware investment portfolios. This gives our clients complete confidence in how their money is being managed to achieve their goals. We call this institution-grade investment capability our Active Management Service (AMS).

Fast yet considered

Benefit from the FMD Investment Committee's recommendations immediately

Responsive to markets

Ensure your portfolio is rebalanced in real-time in response to market developments

Transparent & convenient

Enjoy the convenience of seeing comprehensive details about your portfolio online at any time

Take the next step on the road to health, wealth & happiness