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 FAAA Professional Practice. In fact, we estimate just 10% of firms are formally recognised as a Professional Practice. FMD undergoes a rigorous process every three years to meet the FAAA's requirements.

A financial partner that ticks all the boxes

50+ staff across the country

50+ staff across the country

$ 2 billion+` of funds under advice

$ 2 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 team

Daniel Arcadiou
Daniel Arcadiou

Senior Financial Adviser - Adelaide

CFP® Dip FP

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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Matthew Izzo
Matthew Izzo

Financial Adviser - Adelaide

BAppFin

Matt's career in financial planning began in 2017. In 2021 he brought his expertise and extensive knowledge in financial planning to FM...

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Fiona Shedden
Fiona Shedden

Financial Adviser - Melbourne

BBus (FinPlan)

With over 20 years' experience in the financial services industry, Fiona has the experience and knowledge to provide clients with compr...

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Kelly Mayberry
Kelly Mayberry

Financial Adviser - Melbourne

GDip FP, AFP® SSA®

Kelly has been involved in the financial services industry for 18 years, 17 of those years working with Axios Financial Solutions and L...

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Aakash Mehta
Aakash Mehta

Financial Adviser - Melbourne

M Fin MBA GDip FinPlan

Aakash has been involved in the financial planning industry since 2016 and joined FMD Financial in 2019. His broad technical knowledge ...

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Jeremy McPhail
Jeremy McPhail

Head of Investments - Melbourne

BEcon, GradDipAppFin, CIMA®

A knowledgeable and highly qualified investment expert with over 15 years experience in investment research and portfolio construction,...

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David Batchelor
David Batchelor

Principal Financial Adviser - Melbourne

CFP® BBus Dip FP

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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Nicola Beswick
Nicola Beswick

Senior Financial Adviser - Melbourne

CFP®, SSATM, Accredited Aged Care Professional™, AdvDipFS(FP), BSc, MSc

I gave up near 10-year career in law to move into financial planning after a very personal experience taught me the true value of advic...

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Jason Calleja
Jason Calleja

Senior Financial Adviser - Melbourne

CFP® BCom Adv Dip FS (FP)

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

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Tony Castellano
Tony Castellano

Senior Financial Adviser - Melbourne

Dip FP, CFP®SSA™

Tony has over 35 years’ experience in banking and financial services including the last 25 years as an advisor. He is a Certified Fin...

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Anna Fogarty
Anna Fogarty

Financial Adviser - Melbourne

BCom

Anna provides advice on a whole spectrum of money issues and enjoys helping her clients work through different life stages. Anna offer...

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Andrew Goh
Andrew Goh

Senior Financial Adviser - Melbourne

Dip FP, BCom

Andrew has been working in the financial services industry for 26 years, joining FMD Financial late 2019. Andrew has extensive experie...

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Darren Gulasekharam
Darren Gulasekharam

Financial Adviser - Melbourne

BCom, DipFP

Darren has been working in the financial services industry since 2012 and he has a passion to support individuals meet their personal a...

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Karl Hunting
Karl Hunting

Senior Financial Adviser - Melbourne

CFP® BMus (Hons), Grad Dip (fin plan)

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

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Anna Oudendijk
Anna Oudendijk

Financial Adviser - Brisbane

CFP® ADFS (FP) Dip FS (Sup)

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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Paul Donaldson
Paul Donaldson

Financial Adviser - Brisbane

BA (Hons), MFinPlan. SSA®

Paul is known for his passion for helping people and his knack for solving problems. He is skilled at breaking down complicated financi...

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Dylan Pan
Dylan Pan

Financial Adviser - Brisbane

BBus, MCom, DipFinPlan

With over a decade of experience in financial services, Dylan specializes in comprehensive and holistic financial advice. He is an expe...

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Rebecca Poynton
Rebecca Poynton

Senior Financial Adviser - Melbourne

CFP® BCom GradDipFP

Rebecca (Bec) specialises in providing strategic and investment advice to clients wherever they are in their life journey. She supports...

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Megan Paltoglou
Megan Paltoglou

Senior Financial Adviser - Melbourne

BCom Adv Dip FP

Starting her career in the late 1990’s, Megan's years of experience allow her to provide comprehensive, holistic financial advice tai...

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Michael Russell
Michael Russell

Senior Financial Adviser - Melbourne

BBus Dip FP

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

Michael started ...

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Cameron Sicker
Cameron Sicker

Financial Adviser - Melbourne

BCom, Adv Dip FP

Cameron's motivation is simple, to help people lead happy lives and achieve financial independence. Having seen first-hand the impact o...

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Nick Stanley
Nick Stanley

Head of Advice, Senior Financial Adviser - Melbourne

CFP® BCom GDip Fin Planning (FINSIA)

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

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Kaye Taing
Kaye Taing

Financial Adviser - Adelaide

BCom, Adv Dip FP

Kaye has been involved in the financial services industry since 2008 and joined FMD in 2017. She enjoys working with people to help fin...

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Richard Dahl
Richard Dahl

Principal Financial Adviser & Investment Committee Chairman - Adelaide

BAppSc CIMA® FFin CFP® SSA™

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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Martin Hawkins
Martin Hawkins

Director & Financial Adviser - Brisbane

CFP®, BA (Hons), MFinPlan

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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Mike Reynolds
Mike Reynolds

Director / Adviser - Melbourne

BApp Sc Dip ED

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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Adam Davenport
Adam Davenport

Director / Adviser - Melbourne

CFP® Dip FP

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

BE (Hons) GDipFin Planning MMktg F Fin MAICD

Lee has been CEO of FMD Financial since 2011. He has more than 20 years of financial services experience, with a focus on ensuring the ...

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Greg Fagan
Greg Fagan

Chairman - Melbourne

CFP® BEc Dip FP F Fin

Greg established FMD Financial in 2001 with a group of colleagues and is now FMD Financial's Chairman. He has been involved in the inve...

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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

Clear & 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