About Maddern Financial Advisers
Company Profile
Maddern Financial Advisers P/L is a 'chartered' financial planning firm with all advisers carrying the honour of being designated a FChFP.
MFA is one of the fastest growing financial services firms of its kind in Victoria. It has a growing list of clients attracted by the MFA mix of personal service and fully integrated services.
Most importantly, MFA is one of the few financial advisers that is not affiliated with any bank or insurance company. We have an advisory board of business, legal and financial industry professionals, and remain proudly independent of any affiliations which may affect the advice we provide.
Being non-aligned enables us to deliver advice and make recommendations based on the best possible outcomes for achieving our clients' objectives.
With more than 2,000 clients, MFA has the information resources to provide sound advice - but not at the cost of personal service.
Our Malvern office was established by Dr. Dennis J. Maddern in 2003. The business has attracted a team of industry specialists who are committed to the highest standards of professionalism, integrity and client focus.
With Chartered Accountant, Lisa Morgan as Director, Maddern Financial Accounting was established in 2007, to better align the investment and tax-effective strategies of our clients.
MFA offers a full suite of integrated financial services including financial and investment planning, retirement planning, insurance, superannuation, lending and tax-effective strategies.
International FChFP Designation
The FChFP is the AFA's highest educational designation. The term 'Chartered' being an indication of the high level of professional competency required.
Individuals who hold the FChFP designation have the ability to display the FChFP mark of excellence to affirm to clients and peers, your dedication to best practice standards. The FChFP also provides a gateway to an international career as it is recognised by all 11 members of the Asia Pacific Financial Services Association (APFinSA) including Australia, Hong Kong, India, Japan, Macau, New Zealand, the Phillipines, Singapore, Taiwan & Thailand.
Maddern Financial Accounting
Maddern Financial Accounting offers a unique service to MFA clients.
MFAccounting is a Chartered firm, which offers a wide range of accounting and business advisory services, from our Malvern office. Utilising the specialist skills of taxation specialist, and chartered accountant, Lisa Morgan, MFAccounting takes pride in its extra level of personal service to individuals, large corporates and small-to-medium sized growth-focused organisations. Our clients represent a broad range of industry sectors, as well as government departments and the public sector.
Maddern Financial Accounting offers something unique: the flexible personal characteristics of a local firm, together with specific expertise, international experience, outstanding service levels, and strength.
Our people have a solid reputation for building trusted personal relationships, combined with results that reflect an understanding of client needs.
Our focus at MFAccounting is delivering value to our clients - with direct benefits to the individual or family, as well as industry or sector-specific opportunities for business success and growth.
