FM FINANCIAL - Key Persons
Job Titles:
- Senior Adviser Support / Albury
Experience
Amy joined FM Financial in October 2018 and has been in the industry for over 12 years. Amy loves the satisfaction of building technical strategies and implementing that advice to put the client in a better position.
Amy enjoys getting to know all FM Financial's clients on a personal level & seeing them benefit from sound financial advice.
Job Titles:
- Director of Strategy & Client Service
Job Titles:
- Customer Service Officer / Melbourne
Experience
Charlotte joined the FM Financial Melbourne Team in October 2023. She first set foot in the financial planning industry as a Client Services Officer in 2022, and will be completing her Bachelor's degree in Financial Planning and Accounting in 2024. She has a passion for Financial Planning and enjoys strategising financial plans with her colleagues.
Job Titles:
- Director
- Managing Director
Job Titles:
- Team Leader & Senior Financial Adviser / Education - CFP® Albury
Experience
James joined FM Financial in February 2022 , James has completed the Certified Financial Planner (CFP) qualification with the Financial Planning Association (FPA) off the back of doing a Bachelor of Business with CSU & Diploma in Financial Services, and has been an Financial Advisor for over 9 years (with FM since 2022). James loves the satisfaction of improving his clients understand of their financial positions & highlighting their opportunities.
James has an extensive list of academic achievements and a passion for educating his clients, James is an ideal partner to help you towards your goals.
Job Titles:
- Director & Snr Financial Adviser
- Margaret Reception
Job Titles:
- Client Service Officer ( Adviser Support )
Michael joined FM Financial in late 2019, Michael has completed a Diploma of Financial Planning and recently completed a Bachelor's degree majoring in Financial Planning and Accounting. Michael has been a Client Service Officer for over 1 year (and has been with FM since 2019). Michael finds his job very rewarding as he gets to be a part of the clients achieving their goals and helping clients over the phone.
Michael is a sports fanatic, he loves his footy and watches Carlton play each weekend. He plays football on the weekend for his local club. Other outdoor activities Michael enjoys are cycling, walks and going to the beach. Michael also enjoys cooking and trying out new recipes for a bit of fun.
Job Titles:
- Financial Planner
- in 2005 As a Financial Planner
Since the Demons won the flag in 2021 Robert's interest in AFL has emerged from the ashes. At home Robert enjoys maintaining a neat, well landscaped garden and keeping the kelpie out of the roses.
Robert likes to bike ride regularly with a group of likeminded people, keeps him fit and mixing socially.
Job Titles:
- General Manager & Senior Financial Planner
Job Titles:
- Client Services Officer / Albury
Experience
Taylah joined FM Financial in August 2020 having been in the financial services industry with Hillross since 2018. Taylah enjoys her role because she loves making the clients happy and going above and beyond to help them. Taylah also enjoy working alongside the wider FM team as we are like a little family
Outside the work, Tracy is a mother of two beautiful children. She has a passion for cooking and bakery. Tracy also likes to make hand crafts as gifts to her family and friends.
Experience
Vicki joined FM Financial in September 2007, and has been an adviser support for over 12 years. Vicki loves the satisfaction in helping to make it a stress free journey for our clients
She enjoys building relationships with our clients while working one on one with them to achieve their goals, and assisting with Centrelink applications and enquiries.