Dr. Dennis J. Maddern

Qualifications: B.Sc., M.A., Ph.D., ADFS (FP)., FChFP., Fellow Finsia., Fellow CIP., SSA™

Affliations and Memberships: AIOFP., F FIN., AFPA, AFA, SPAA., ANZIIF

Dennis is an internationally recognised Fellow Chartered Financial Practitioner (FChFP), a Certified Financial Strategist, and a SMSF Specialist Adviser™. In 2010 Dr. Maddern was honoured Nation wide with 'Adviser of the Year' by the Association of Independently Owned Financial Planners (AIOFP). In 2009, he was also honoured nationally with 'Student of the Year' by the Association of Financial Advisers (AFA).

Dennis founded Maddern Private Wealth in 2003, and currently leads the Maddern Private Wealth team. With his specialised business knowledge and deep financial industry experience, Dennis assists MPW clients to focus on their wealth creation, and wealth protection strategies.

Dennis is an internationally recognised speaker and consultant. His doctoral thesis on Organisational Change at the University of Oklahoma, USA, and post-doctoral work at Stanford University, led to a range of top management positions with leading international companies.

Whilst working and studying in the United States, Dr Maddern played professional tennis, gaining All-American consideration. He also played Linton Cup for Victoria, and was a member of the Australian Junior Davis Cup Team. He is a three times winner of the Kooyong Club Championships (1984, 1994 and 1995).

Marion Szumski

Marion is originally from Germany and migrated with her family when she was 6.

She worked in the Corporate Sector for 15 years as a Product Manager and Account Manager with Amcor and Telstra.

She took a break to have a family and follow her Executive husband to various job locations around Australia.

She joined the CBA 4 years ago and worked in various areas related to Customer Service roles before joining MFA.

Marion brings with her a wealth of experience in Customer Service.

Mark P. Maddern

Qualifications: B. Bus. (Mkt & Mgt)., ADFS (FP)., FChFP., SSA., CFS.

Affiliations and Memberships: AIOFP., AFA., Finsia., FPA., SPAA

Mark comes from a highly successful sales and marketing background where he won many awards for excellence in Client service. He holds a Bachelor's degree in Business with a double major in Marketing and Management from Swinburne University. Mark has successfully completed his Advanced Diploma of Financial Services, and was in 2009 presented with the Internationally recognised designation of Chartered Financial Adviser (FChFP) by the Asia Pacific Financial Services Association (APFinSA).

Mark has additional specialty qualifications in Self Managed Superannuation Funds having completed the prestigious SSA designation from the Self-Managed Super Fund Professionals' Association of Australia (SPAA), allowing him to advise on all aspects of SMSFs: creation, administration and investment strategies.

Mark’s role as a Private Client Adviser involves servicing and assisting Clients reach their Lifestyle and Wealth creation/protection goals.

Mark holds expert knowledge across Investment markets, insurances, superannuation, SMSFs, Centrelink entitlements and corporate superannuation structures.

On a more personal note, Mark holds a ‘Shodan’ rank in Shito-Ryu Karate and has won numerous state titles in competition martial arts. He enjoys recreational scuba diving and is a certified Emergency Rescue Diver.

Mark is currently learning a second language and is completing his CFP Qualification.

Zachary J. Maddern

Qualifications: B. Bus. (Mkt)., ADFS (FP)., FChFP., CFS

Affiliations and Memberships: AIOFP., AFA., FPA.,

Zach Maddern holds a Bachelor’s degree in Business with a specialised focus in Marketing and Brand Development from Swinburne University.

Since completing his Bachelor’s degree, Zach has undertaken an Advanced Diploma of Financial Services (Financial Planning), and was one of a select number of staff at Maddern Financial Advisers recently presented with the internationally recognised designation Chartered Financial Adviser (FChFP) by the Asia Pacific Financial Services Association (APFinSA).

Zach has undertaken additional specialty qualifications and training in Self Managed Superannuation Funds. Zach’s specialised skills and knowledge allow him to assist MPW Private Client Advisers advise on all aspects of SMSFs: creation, administration and investment strategies.

Zach’s current role involves the technical side of para planning servicing and supporting Private Client Advisers as they work with Clients in their journey for Wealth creation and protection. He has expert knowledge across Investment markets, insurances, superannuation, SMSFs, Centrelink entitlements and corporate superannuation structures.

On a personal note, Zach enjoys active outdoor activities such as scuba diving, kite boarding, bike riding, hiking, basketball and overall fitness. Zach is currently studying Spanish and piano, and is looking to complete his CFP and SSA Qualification as his next step forward.

John Vasiliadis

Qualifications: M.Bus (Acc), Adv Dip FP

John Vasiliadis holds a Masters in Accounting from Swinburne University and has successfully completed his Advanced Diploma of Financial Services. John has additional qualifications in Self Managed Superannuation Funds issued by Kaplan Professional.

John has 10 years experience in the banking and finance industry, including 6 years with the Commonwealth Bank and 4 years with the ANZ Bank.

John's role involves the ongoing compliance status of the business and the adherence of best practice. He also brings working knowledge of the latest financial software systems and contributes to the development of effective and efficient strategy documents. He provides ongoing training, development and support to staff members as a whole.

On a personal note John enjoys gardening, reading and vacations with his family. He has recently been overseas to Greece to spend time with family and friends.

Ashleigh Fleming

Qualifications: B. Liberal Studies (Fin & Comm)., ADFS (FP)

Ashleigh has been in the Financial Services industry for nine years, working within several boutique and independent private wealth businesses as a Practice Manager, Private Client Advisor and Para planner specialising in the areas of retirement strategy formulation and risk insurance advice for individuals and Self-Managed Superannuation Funds.

Ashleigh now fills the role of Practice Manager with Maddern Private Wealth, ensuring that the administration and business processes lead “Best Practice” targets for the business and clients, as well as assisting clients with the implementation of complex investment strategies and supporting the Private Client Service Managers in their training and development.

Ashleigh is hoping to commence her Masters of Communications in 2013, although she most enjoys outdoor activities and competitive sport, having been a dedicated middle distance athlete for 12 years, in addition to competitive equestrian, swimming and netball.

Tony Le

Qualifications: B. Econ. (Economics & Finance)., Dip Bus (Banking & Finance).

Tony is also currently studying for the ADFS (FP). Tony has had seven years of Financial Planning industry experience with a range of different firms: AXA Australia, BDO Wealth Management, St Andrew’s Wealth Management & Adroit Financial Planning.

Tony’s role is to assist Private Clients implement their Statement of Advice strategies. He works very closely with the Practice Manager - Private Client and the Chartered Adviser.