INVESTWELL FINANCIAL PLANNING - Key Persons
Job Titles:
- Financial Adviser - Melbourne
Aakash has been involved in the financial planning industry since 2016 and joined FMD Financial in 2019. His broad technical knowledge allows him to provide high quality holistic advice to create and protect wealth for clients in areas such as superannuation, investment portfolio construction, pre and post-retirement planning and personal insurances.
Aakash is passionate about working with clients to help improve their financial position.
Job Titles:
- Director / Adviser / Melbourne
Adam was part of the founding team that established FMD Financial in 2001, and is a Director and Adviser in the Melbourne office. Adam's experience in the financial services industry began in 1990 in the corporate superannuation accounting field before moving into financial planning in 1994.
Through his career, Adam has gained extensive knowledge and experience in a broad range of technical areas, enabling strategic solutions to be achieved for clients both in wealth creation and retirement planning phases. Adam aspires to help executives and high net worth individuals set and achieve their financial goals via a disciplined wealth management process.
Qualifications
Diploma of Financial Planning
Certified Financial PlannerTM
Job Titles:
- Senior Financial Adviser / Melbourne
Andrew Goh Senior Financial Adviser Melbourne Adviser Team Dip FP, BCom Andrew has been working in the financial services industry for 26 years, joining FMD Financial late 2019. Andrew has extensive experience as a financial adviser with a strong grasp on the technicalities of financial advice as well as insight into what it takes to support clients and help them achieve their financial goals. Outside of work, Andrew enjoys park outings with his wife and the occasional competitive Pinball tournament. Andrew holds a Bachelor of Commerce (Accounting and Insurance) and a Diploma of Financial Planning. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Financial Adviser - Melbourne
Anna Fogarty Financial Adviser Melbourne Adviser Team BCom Anna provides advice on a whole spectrum of money issues and enjoys helping her clients work through different life stages. Anna offers strategic advice for clients considering starting a family, saving for their kids' education, managing day to day cash flow and debt, achieving work/life balance, career change, relationship separation, investing in assets, planning for retirement and caring for ageing parents. Anna's passion is in gaining a deep understanding of her client's unique situation and what's most important to them now and in future. From there, Anna tailors a strategy addressing her client's specific personal and financial needs. Anna's drive is helping her clients understand where they currently stand and where they are going so they can feel confident about their future, enabling them to have more time to focus on enjoying other areas of their life. Anna joined FMD Financial in 2014 and has over 10 years' experience in the advice industry. She is degree-qualified with a Bachelor of Commerce majoring in Financial Planning, Finance & Economics. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Financial Adviser
- Financial Adviser - Brisbane
Anna Oudendijk Financial Adviser Brisbane Adviser Team CFP® ADFS (FP) Dip FS (Sup) Anna has been involved in the financial services industry since 2003 and joined FMD Financial Adelaide in 2009 as an associate adviser. In 2013 Anna moved to FMD Financial Brisbane bringing a broad technical knowledge base combined with a genuine interest in improving the financial wellbeing of clients. Anna's skills and knowledge provide her with the expertise to deliver comprehensive advice across a broad spectrum of financial issues; spanning from wealth creation, superannuation and personal insurance through to pre and post retirement planning including specialised areas of Centrelink, DVA and Aged Care. Anna provides a personalised and dedicated service and has developed strong relationships with many clients as a trusted coach and navigator in their financial journey. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Financial Adviser - Melbourne
Cameron Sicker Financial Adviser Melbourne Adviser Team BCom, Adv Dip FP Cameron's motivation is simple, to help people lead happy lives and achieve financial independence. Having seen first-hand the impact of not having a plan in place, he knows how important it is to create a roadmap for the future so his clients not only know where they are now, but where they want to be and how they'll achieve it. The strategies Cameron puts in place are a by-product of how FMD helps clients set out to achieve their goals. He provides holistic financial advice, covering all areas from superannuation and wealth creation to insurance and estate planning. As part of FMD's advice, Cameron is skilled at designing long-term, diversified investment portfolios putting clients in the best possible position to achieve their financial goals. As the old saying goes 'The hardest part of any journey is taking the first step'. Download my FSG Schedule time with me Select & continue >
Job Titles:
- FMD in 2007 As an Adviser
- Senior Financial Adviser - Adelaide
Daniel joined FMD in 2007 as an Adviser upon relocating to Adelaide from Melbourne. Daniel has been involved in the financial planning industry since 2002.
He brings to FMD Financial a broad technical knowledge base and has developed a reputation for providing high quality service and advice to his clients. He assists his clients meet their financial and lifestyle goals through strategic and personalised planning.
Job Titles:
- Financial Adviser
- Financial Adviser - Melbourne
Darren has been working in the financial services industry since 2012 and he has a passion to support individuals meet their personal a...
Darren Gulasekharam Financial Adviser Melbourne Adviser Team BCom, DipFP Darren has been working in the financial services industry since 2012 and he has a passion to support individuals meet their personal and financial goals. His broad technical knowledge allows him to provide high-quality, holistic advice to build, grow and protect wealth in areas such as superannuation, retirement planning, personal insurances and investment portfolio construction. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Principal Financial Adviser / Melbourne
David provides advice to people in both the wealth accumulation and retirement phases to help them establish and achieve their financial and lifestyle goals. David is able to achieve this by providing high level strategic and investment advice combined with a disciplined review process.
David joined FMD in 2010 and is a Principal Adviser in the Melbourne office. David's experience in the financial services industry began in 1989, in the superannuation administration field, before moving to financial planning in 1996. Immediately prior to his role at FMD Financial, David worked at a large multi-national private bank, specialising in personal financial strategies and investments for high net worth individuals, business owners and executives.
Job Titles:
- Senior Adviser - Insurance Specialist / Melbourne
With over 20 years of experience in the banking and financial services industry, Endre has spent the last decade as a specialist Financial Adviser in life insurance. He excels in creating comprehensive, tailored insurance solutions that are easy to manage and right for every client.
His commitment to his clients extends beyond policy creation; Endre provides unwavering support to his clients during their most vulnerable moments. His expertise and dedication ensure that our clients receive the best possible advice and support when they need it most.
Job Titles:
- Financial Adviser - Melbourne
With over 20 years' experience in the financial services industry, Fiona has the experience and knowledge to provide clients with comprehensive, holistic and goals based financial advice.
Fiona believes that the best part of being a financial adviser is being on her client's team to help them succeed. She is passionate about providing a clear and meaningful financial plan based on client values.
Fiona strives to partner with clients on their financial journey while building trusted relationships and friendships. She has a particular interest in financial literacy for all, especially girls and women, believing knowledge is the power required to make confident financial decisions.
Greg established FMD Financial in 2001 with a group of colleagues and is now FMD Financial's Chairman. He has been involved in the investment industry since 1992 and has earned an enviable reputation within the industry for his deep expertise and wide experience across all aspects of investing, strategic planning and wealth accumulation advice. As FMD heads past 21 years, Greg's insights and direction continue to lead FMD.
Job Titles:
- Senior Financial Adviser / Melbourne
Jason helps time-poor professionals tackle the financial challenges life throws at them. From career change to retirement planning, relationship separations, redundancy, funding kids' education or planning for parents moving into aged care. He has worked closely with the founding directors at FMD Financial for more than a decade, providing strategic and investment advice to our clients.
Jason develops long-term relationships with his clients and they value knowing they're not alone in planning for the future and protecting their family. He sees himself as a personal financial coach, supporting clients with the latest information and strategies to manage their money and build wealth.
Jason joined FMD Financial in 2008 and is a Certified Financial Planner and holds a Bachelor of Commerce, majoring in Accounting.
Job Titles:
- Head of Investments / Melbourne
A knowledgeable and highly qualified investment expert with over 15 years experience in investment research and portfolio construction, Jeremy manages FMD's investment portfolios in line with our investment philosophy. This includes oversight and optimisation of our Active Management Service (AMS) and our online investment platform, Rev Invest. Jeremy works closely with the FMD Investment Committee (IC) and appointed consultants to maximise portfolio returns for our clients over time.
Jeremy joined FMD in 2015 after heading investment research for Crowe Howarth. Jeremy holds a Batchelor of Economics, a Graduate Diploma in Applied Finance and Investment from FINSIA and is a Certified Investment Management Analyst (CIMA®).
Job Titles:
- Senior Adviser & Lending Specialist ( Formerly Hatch ) - Melbourne
Jimmy Wong Senior Adviser & Lending Specialist (formerly Hatch) Melbourne Adviser Team Jimmy is a Lending Adviser and finance broker specialising in residential lending. With over a decade of experience in the finance industry, Jimmy began his career in 2010 working in loan approvals with major banks, developing a deep understanding of credit assessment and client service. In 2015, he moved into the mortgage broking sector, broadening their expertise across a wide range of lending solutions and client needs. Since becoming an Adviser in 2021, Jimmy has been committed to delivering tailored, solutions-focused advice to clients. Jimmy is passionate about helping clients achieve their financial goals, a passion shaped by personal experience. As the child of immigrants who took out a home loan through a major bank and never refinanced or received advice on product reviews, Jimmy is driven by the desire to ensure others know their options and can access the best possible lending solutions. Outside of work, Jimmy enjoys spending time with family, staying active at the gym, and, when time allows, unwinding with a few games of Magic: The Gathering. Select & continue >
Job Titles:
- Senior Financial Adviser / Melbourne
Karl Hunting Senior Financial Adviser Melbourne Adviser Team CFP® BMus (Hons), Grad Dip (fin plan) Karl joined FMD with 21 years of financial advisory experience, previously working in Minneapolis and Sydney before returning home to Melbourne. Karl enjoys seeing his clients align their financial decisions with their underlying lifestyle values. His strengths include retirement planning, wealth creation, aged care and estate planning. A former classical musician, he also likes bushwalking, time with family and a good coffee. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Financial Adviser / Adelaide
Kaye Taing Financial Adviser Adelaide Adviser Team BCom, Adv Dip FP Kaye has been involved in the financial services industry since 2008 and joined FMD in 2017. She enjoys working with people to help find solutions to meet their goals and lifestyle objectives. Her areas of interest include superannuation, taxation, wealth creation and Centrelink. Kaye's philosophy is that life is always changing and so do peoples goals. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Financial Adviser - Melbourne
Kelly has been involved in the financial services industry for 18 years, 17 of those years working with Axios Financial Solutions and LG Financial Strategies before joining FMD Financial in 2019.
She looks forward to using her skills and experience to work with clients and help them realise their goals and enjoy life to the fullest. Whilst managing a young family and keeping up with studies, she enjoys maintaining a work/life balance that allows her to continue to assist clients and develop long lasting personal and professional relationships.
Lee has been CEO of FMD Financial since 2011. He has more than 20 years of financial services experience, with a focus on ensuring the delivery of high-quality financial advice to enable clients to fulfil their chosen lifestyle goals and aspirations. He has experience across a wide range of advice areas including strategic planning, investment and tax advice; estate planning and administration; and philanthropic services.
Prior to joining FMD, Lee was a senior executive with Perpetual Ltd working in a range of roles including state manager for Perpetual Private Victoria.
Qualifications
Bachelor of Engineering (Hons)
Graduate Diploma of Financial Planning
Master of Marketing
Member of the Australian Institute of Company Directors
Associate Member of the Financial Planning Association
Job Titles:
- Director & Financial Adviser - Brisbane
Martin Hawkins Director & Financial Adviser Brisbane Adviser Team CFP®, BA (Hons), MFinPlan Martin has been in the financial planning industry since 1984, starting with a medium-sized practice in London, where he became their youngest director in 1992. He has continued in this industry since moving to Australia in 1999. Prior to establishing FMD Financial (Queensland) in 2004, Martin was a Senior Adviser with a multi-national human resource consulting group where he sat on the National Investment Committee and where he helped a broad client base achieve their financial and lifestyle goals through expert advice including retirement, redundancy, wealth accumulation and Centrelink strategies. Download my FSG Select & continue >
Job Titles:
- Senior Financial Adviser / Melbourne
Megan Paltoglou Senior Financial Adviser Melbourne Adviser Team BCom Adv Dip FP Starting her career in the late 1990's, Megan's years of experience allow her to provide comprehensive, holistic financial advice tailored to each client's unique aspirations and circumstances. She specialises in guiding clients through every stage of their financial journey, from wealth accumulation to retirement and aged care, while ensuring clarity and confidence in their decisions. Outside of work, Megan cherishes time with family and friends and enjoy simple pleasures like walks along the beach. Download my FSG Select & continue >
Job Titles:
- Senior Financial Adviser / Melbourne
Michael Russell Senior Financial Adviser Melbourne Adviser Team BBus Dip FP Michael joined FMD from Investwell Financial Planning as an Adviser with fresh ideas and enthusiasm in 2012. Michael started his career in the financial services industry in 2001 as a paraplanner, writing technical plans and formulating strategies. From there, he moved to a planner role for a small boutique financial planning firm, where he quickly established valued relationships with clients who grew to depend on him for his advice and expertise. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Director / Adviser / Melbourne
Mike joined FMD Financial in 2002 and is a Director and Adviser in the Melbourne office. Since joining the financial services industry in 1986 as an Adviser, Mike has consulted to a number of medium-sized accountancy practices in small business planning.
Mike specialises in Self-Managed Superannuation Funds, direct equity model portfolios, including hybrid securities and Exchange Traded Funds (ETF). As a member of the FMD Investment Committee, Mike provides strategic planning for asset allocation, fund structure and advice to high net worth individuals covering estate planning, investment strategy and retirement income streams.
Qualifications
Bachelor of Applied Science
Diploma of Education
ASX Listed Products
Job Titles:
- Head of Advice, Senior Financial Adviser / Melbourne
Nick Stanley Head of Advice, Senior Financial Adviser Melbourne Management Team CFP® BCom GDip Fin Planning (FINSIA) Nick specialises in providing strategic advice in relation to superannuation, retirement income streams, wealth creation, personal and business insurance, investment portfolios, managed funds and asset allocation. Nick has been involved in the financial services industry since 1998. Prior to working at FMD Financial, he was employed in various roles within the superannuation and wealth management areas of a global consulting firm. Nick commenced his employment with FMD Financial in April 2007. He has a Bachelor of Commerce degree as well as a Graduate Diploma of Financial Planning and is a Certified Financial Planner™ professional. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Head of Operations / Melbourne
With more than 15 years of experience in financial services, Patrick has a proven record of delivering high-quality projects across legislative, operational, and technological domains within the industry. He joined FMD Financial in 2016 and oversees its Operations, Finance and Reporting. Patrick works closely with advisers to ensure FMD delivers excellent outcomes for clients. Prior to joining FMD, Patrick worked for fund management and private banking businesses overseas.
Patrick holds a Master of Arts (M.A.) in Management from the University of Fribourg in Switzerland and an Advanced Diploma of Financial Planning.
Job Titles:
- Financial Adviser / Brisbane
Paul Donaldson Financial Adviser Brisbane Adviser Team BA (Hons), MFinPlan. SSA® Paul is known for his passion for helping people and his knack for solving problems. He is skilled at breaking down complicated financial jargon into easy-to-understand advice, empowering his clients to take charge of their financial futures. As a lifelong learner, Paul stays up to date with the latest technical developments and strategies in the financial world. Paul advises on a wide range of areas, including wealth accumulation, personal risk management, and retirement planning. He has also undertaken specialist study in Self-Managed Superannuation Funds to further support his clients and the wider FMD Financial Brisbane team. Clients trust Paul to provide quality advice because he is not only knowledgeable but also genuinely cares about their financial well-being. With Paul by your side, you can navigate your financial journey with confidence. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Senior Financial Adviser / Melbourne
Rebecca Poynton Senior Financial Adviser Melbourne Adviser Team CFP® BCom GradDipFP Rebecca (Bec) specialises in providing strategic and investment advice to clients wherever they are in their life journey. She supports them to take control of their finances and work alongside them to achieve their personal and financial goals. Her broad technical knowledge allows her to provide high quality advice to clients both in the accumulation phase and retirement planning phase, including in the areas of personal insurance, investment portfolio construction, superannuation, retirement income, social security and aged care. Bec has worked in financial services since 1996 and joined FMD Financial in 2021. Previously, she was employed by a small advisory firm and an asset consultant and has held roles in advice, superannuation and insurance; at an Australian bank and several global banks. Bec looks after a number of clients who reside in Geelong and on the Surf Coast and is available for appointments in central Geelong on a fortnightly basis. Being born and bred in Geelong, Bec takes advantage of these regular visits to connect with the local community and catch up with family and friends. Download my FSG Schedule time with me Select & continue >
Job Titles:
- Principal Financial Adviser & Investment Committee Chairman / Adelaide
Richard established FMD Financial (Adelaide) in 2004 and is a Director, Adviser and Chair of the FMD Investment Committee. Richard has worked in the financial services industry since 1989 as a manager of a financial planning office, an investment analyst and actuarial analyst for a large multi-national financial services group.
Richard specialises in superannuation strategies including Self-Managed Super Funds for wealth accumulation and retirement planning, investment portfolio management, direct shares and investment research.
Richard focuses on assisting clients accumulate, manage and protect their wealth, providing advice that helps clients achieve their goals and aspirations. Richard's clients can expect a lasting relationship secured by trust, personalised service and professional advice.
Job Titles:
- Lending Expert
- Senior Adviser & Lending Specialist ( Formerly Hatch ) - Melbourne
Tim Gaspar Senior Adviser & Lending Specialist (formerly Hatch) Melbourne Adviser Team Tim Gaspar is an experienced lending expert who has worked in the finance industry since 2002. After more than 20 successful years running his own mortgage broking business, Tim merged his company with FMD Financial and now leads our lending division. Before moving into mortgage broking, Tim worked as a lawyer with top-tier commercial law firms and held marketing roles with several well-known Australian sporting organisations. This diverse background has shaped his unique approach to finance, combining sharp analytical skills with strong communication and relationship-building expertise. Tim's passion lies in helping families achieve their dreams-whether that's buying a first home, building wealth through property, or financing lifestyle goals such as home renovations or holiday homes. His greatest strength is his ability to guide and educate clients through the finance process. Whether it's simplifying the complexities of lending for first-time buyers or helping seasoned investors unlock equity, Tim is committed to providing clear, tailored advice every step of the way. Known for his highly personal and attentive service, Tim places a strong emphasis on communication and client education. His long-standing client relationships-some dating back to his earliest years in broking-are a testament to his dedication and care. Outside of work, Tim is married to Heidi and is a proud dad to two boys fast approaching their teenage years. He enjoys travelling with his family, hiking, photography, cooking, and a glass of wine. Schedule time with me Select & continue >
Job Titles:
- Senior Financial Adviser / Melbourne
Tony Castellano Senior Financial Adviser Melbourne Adviser Team Dip FP, CFP®SSA™ Tony has over 35 years' experience in banking and financial services including the last 25 years as an advisor. He is a Certified Financial Planner (CFP ®) and SMSF Specialist Advisor™. Tony works closely with clients to establish a financial plan that is tailored, effective, and easy to understand. Prior to joining FMD Financial, Tony worked as a Senior Financial Advisor with Banksia Partners for 3 years. Download my FSG Schedule time with me Select & continue >