Independent Financial Advisers & Tax Accountants

In 2020, Maddern Financial Advisers’ was recognised by the prestigious Independent Financial Advice magazine as a finalist in the category of Holistic Advice Firm of the Year.

In 2020, Dr. Maddern was selected as a finalist in the Independent Financial Advice magazine’s ‘Financial Adviser of the Year award.’

As a finalist, we have been recognised amongst Australia’s leading individuals and organisations in the financial technology sector.

In 2018, Maddern Financial Advisers’ was recognised by the prestigious Independent Financial Advice magazine as a finalist in the category of Holistic Advice Firm of the Year.

In 2018, Maddern Financial Advisers’ was recognised by the prestigious Independent Financial Advice magazine as a finalist in the category of Best Client Servicing.

In 2015, Dr. Maddern was recognised by the Independent Financial Advice magazine as a finalist in the prestigious Self Managed Superannuation Fund (SMSF) Adviser of the Year.

In 2015, Maddern Financial Advisers was selected as a finalist in the Independent Financial Advice magazine’s prestigous ‘Boutique Financial advice firm of the Year.’

In 2014, Dr. Maddern was selected as a finalist in the Independent Financial Advice magazine’s ‘Financial Adviser of the Year award.’

Wealth Professional magazine is one of Australia’s most respected Financial advice magazines. To be rated by them in the top three Advisers in Australia is quite an honour.

The Association of Independently Owned Financial Professionals (AIOFP) is Australia’s Peak body for Independent Financial advice in Australia.

Dr. Maddern has an unswerving commitment to education, having close to twelve years of Univesity study, plus having completed most Financial Advice qualifications available in Australia, he was recognised by the Association of Financial Advisers as ‘Student of the Year.’

Finsia prides itself on being the elite Financial Services organisation for Finance professionals in the Australia/New Zealand environment. With all professional membership categories, members gain industry recognition through the use of post nominals.

These credentials, which are placed after a member’s last name, signify their status as a respected and well-informed industry professional. Dr. Maddern holds the prestigious Fellow status of membership which permits him to carry the post nominal of Fellow (F Fin)

The Australian and New Zealand Institute of Insurance and Finance’s CIP (Certified Insurance Professional) program sets the standard of professionalism for the insurance and financial services industry.

CIPs are insurance professionals who distinguish themselves through an Institute qualification or recognised equivalent, maintain up-to-date technical skills and knowledge through a program of professional development and abide by the ANZIIF Code of Ethics, ensuring best standards of professional practice and integrity.

The Fellow Chartered Financial Practitioner (FChFP) is awarded by the Asia Pacific Financial Services Association (APFinSA), and is the 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 their 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 Philippines, Singapore, Taiwan & Thailand.

In August 2010, Maddern Private Wealth’s team of advisers became the first to qualify as Certified Financial Strategists, the new benchmark for the AIOFP.

The Certified Fi=ncial Strategist (CFS) designation sets out the ideal set of guidelines, standards and environment to receive professional independent advice. A CFS certification gives clients the peace of mind that their advisers are acting in the client’s best interests, with reliable information and advice in a cost effective and conflict free manner. A CFS adviser must:

• Work for an independently owned financial practice – there is no conflicting influence of institutional ownership;
• Charge on a fee-for-service basis – they receive no commissions or other conflicting inducements from product manufacturers or institutions;
• Have access to filtered research facilities which is critical to the advice process – filtered research ensures ongoing surveillance of the product and markets;
• Be highly qualified – they must hold a Diploma of Financial Planning and have a minimum of 3 years experience as a financial adviser;
• Be ASX and industry fund educated – direct ASX products and industry funds are important segments of the market that need to be considered in a client’s portfolio.

Dr. Dennis J. Maddern

Given that SMSF are a ‘Centre of Excellence’ for Maddern Financial Advisers, we are thrilled to have all of our Advisers SMSF Specialists (SSA™) status. We believe that this qualification is essential if we are to provide our Clients with the best and most up to date

Our accountants have obtained the Chartered Accountant qualification, an internationally recognised designation awarded following completion of post-graduate study.

Our accountants are Certified Practising Accountants (CPA). The CPA designation is a post-graduate qualification and a widely recognised mark of high professional competence, together with quality, depth and breadth of accountancy knowledge.