At Maddern Financial Advisers in Melbourne, many of our clients are pilots and aviation professionals like you.
Don’t take our
word for it
When I needed help planning my business growth, minimising tax and working out the best option for my super, Maddern Accountants provided all the information I needed to make the right decisions. They were patient in explaining the details and gave me a lot of extra tax minimisation strategies to use in future.
I am very impressed with the professionalism of Maddern Financial Advisers. I found their website whilst browsing for a company to help with investments and mortgage and tax advice. Between Dennis and the accountants, they dealt with all of my issues and the staff I spoke to on the phone dealt with all my queries efficiently and knowledgeably and were extremely helpful. Highly recommend.
I am a successful career woman. This year I decided to have a review of my Investment portfolio, including my Superannuation, and Insurances. I have found Maddern Financial Advisers to be that independent firm that I was seeking - their skills, size of firm, number of staff suited me. I can recommend them to my friends, and colleagues.
Maddern were friendly and easy to deal with when I needed financial advice and tax planning for a small business and investment property. Maddern showed they could apply their technical knowledge to practical situations, providing me with advice I acted upon to reduce my tax bill now and in the future.
Established our SMSF with the assistance and guidance of Maddern Financial Advisers Pty Ltd and found the experience a pleasant and informative, along with the regular information night which has kept us well informed of event in the industry.
Lisa has been my accountant for 8 years and i can not fault her. Dennis has been the financial planner for myself and my mother for many years as well. During the Covid crisis they have been invaluable and i truly appreciate all their efforts to help me as a self employed person. My SMSF has helped me in many ways as well during this time. Thank you to the team and I can recommend highly to all.
My family and I have trusted Dennis and Lisa going on three years. Whenever I call, their team are so responsive and caring. Dennis is highly committed and knowledgeable about the markets and Lisa is my go to for all accounting queries.
They have worked with both myself and my parents in making the best financial decisions. These are two wonderful people of upright character. A wonderful long-term advisor that I plan to invest with for the long run!
We constantly get our EOFN completed by Maddern and it is always professional and on the quoted fee. We also have gained excellent insight into better ways to conduct business. Thank you!
I have been a client of Maddern Financial Advisers since 2007. My family is now miles ahead in terms of growing a healthy SMSF and always maximizing our tax returns. Being 100% independent, Maddern Financial Advisers work with our interests front and centre; without exception. I am always treated as though I am a very important client and would describe their services as exemplary.
On their advice, we have also setup a Self Managed Super fund and purchased a wonderful property in Richmond through this. Their property package made it so easy - all we had to do was bid on the day and sign the paperwork, They arranged the finance, conveyancer, legal paperwork, and even took the cheque to the real estate agent for settlement.
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.