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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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Greg Fagan
Greg Fagan

Chairman / Adviser

Melbourne

Diploma of Financial Planning

Certified Financial Planner

Greg established FMD Financial in 2001 with a group of colleagues. Greg is FMD Financial's Chairman and also an Adviser in the Melbourne office. He has been involved in the investment industry since 1992 and has earned an enviable reputation within the industry for providing high quality service and advice. Greg specialises in developing investment strategies to meet the lifestyle goals of senior executives and high net worth individuals. He helps his clients meet their goals through strategic retirement planning and by providing wealth accumulation advice, whilst delivering disciplined portfolio construction and monitoring. Qualifications Bachelor of Economics Diploma of Financial Planning Graduate Diploma of Applied Finance & Investment Certified Financial PlannerTM Associate of FINSIA ASX Listed Products

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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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's experience in the financial services industry began in 1990 in the corporate superannuation accounting field before moving into financial planning in 1994. Through his career, Adam has gained extensive knowledge and experience in a broad range of technical areas, enabling strategic solutions to be achieved for clients both in wealth creation and retirement planning phases. Adam aspires to help executives and high net worth individuals set and achieve their financial goals via a disciplined wealth management process. Qualifications Diploma of Financial Planning Certified Financial PlannerTM

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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Lee Wapling
Lee Wapling

CEO

Melbourne

Lee is dedicated to providing sophisticated strategic advice and investment services that enable clients to fulfil their chosen lifestyle goals and aspirations. He has over 10 years of financial services experience particularly with High Net Worth client advice provision and a further 10 years’ experience in other service organisations. His acquisition experience includes search, selection, negotiation and integration, while organic growth skills include significant experience in marketing, sales management and distribution channel management. Prior to FMD, Lee was a senior executive with Perpetual Ltd. He progressed from leading a team of six private client advisers in 2003 to state manager for Perpetual Private Clients in Victoria by 2009. In that role he managed a team of over 40 advisers and support staff providing strategic, investment and tax advice; estate planning and administration; and philanthropic services to over 2000 clients. Qualifications Bachelor of Engineering (Hons) Graduate Diploma of Financial Planning Master of Marketing Member of the Australian Institute of Company Directors

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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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 services industry since 1994. He was a Senior Adviser for a large multi-national financial services group and an Alternate Director of the Staff Superannuation Fund. Craig brings to the group a wide range of skills and experience and has demonstrated the ability to deal with both large corporate clients, as well as individual investors. His objective is to allow clients to position themselves to achieve their financial goals by looking at all aspects of the financial planning process.

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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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, 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.

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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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Mike Reynolds
Mike Reynolds

Director / Adviser

Melbourne

Mike joined FMD Financial in 2002 and is a Director and Adviser in the Melbourne office.

Mike joined FMD Financial in 2002 and is a Director and Adviser in the Melbourne office. Since joining the financial services industry in 1986 as an Adviser, Mike has consulted to a number of medium-sized accountancy practices in small business planning. Mike specialises in Self-Managed Superannuation Funds, direct equity model portfolios, including hybrid securities and Exchange Traded Funds (ETF). As a member of the FMD Investment Committee, Mike provides strategic planning for asset allocation, fund structure and advice to high net worth individuals covering estate planning, investment strategy and retirement income streams. Qualifications Bachelor of Applied Science Diploma of Education ASX Listed Products

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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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 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.

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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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 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.

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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Aaron Hitch
Aaron Hitch

Financial Adviser

Melbourne

Diploma of Financial Planning

Certified Financial Planner™

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.

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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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 financial goals. Lauren assists clients with financial strategies ranging from innovative wealth creation to superannuation and retirement planning solutions. Lauren's skills and knowledge on complex investment structures and strategies provides her with the expertise to specialise in the area of Self-Managed Superannuation. Lauren has been involved in the financial services industry since 2004 and joined FMD Financial in 2006. Having been mentored by the Directors of FMD, Lauren is an integral part of the advisory team who provides strategic advice to our valued clients.

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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Nick Stanley
Nick Stanley

Financial Adviser

Melbourne

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.

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Richard Dahl
Richard Dahl

Director / 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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Richard Dahl
Richard Dahl

Director / Adviser

Adelaide

Richard established FMD Financial (Adelaide) in 2004 and is a Director, Adviser and Chair of the FMD Investment Committee. Richard has worked in the financial services industry since 1989 as a manager of a financial planning office, an investment analyst and actuarial analyst for a large multi-national financial services group. Richard specialises in superannuation strategies including Self-Managed Super Funds for wealth accumulation and retirement planning, investment portfolio management, direct shares and investment research. Richard focuses on assisting clients accumulate, manage and protect their wealth, providing advice that helps clients achieve their goals and aspirations. Richard's clients can expect a lasting relationship secured by trust, personalised service and professional advice.

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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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 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.

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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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 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.

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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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. 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 and Centrelink strategies. 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.

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