Maddern Financial Advisers

Specialties

Maddern Financial Advisers, based in the Melbourne suburb of Malvern, are an independently owned financial advice firm.

This means we offer financial planning services that are focused only on the needs of our clients, without any conflict due to institutional ownership. Rather than receiving commissions for products that we recommend, we charge on a fee-​for-​service basis, which ensures that we can always offer non-​aligned, independent investment and financial advice.

Our services include:

Asset Protection, Asset Purchasing, Budgeting, Cashflow Management, Debt Consolidation, Estate Planning, Investment Strategies, Life Planning, Portfolio Management, Redundancy, Retirement Planning, Succession Planning, Wealth Creation

Audience

Professionals, Small Businesses

Service Option

By Appointment, DIY, Evaluations

Concern

Insolvency, Retirement

Advice

Aged Care, Benefit Plans, Bonds, Business Loans, Centrelink, Gearing, Home Loans, Income Protection, Insurance, Investments, Leasing, Life Insurance, Loans, Managed Funds, Managed Investments, Money Market Accounts, Mortgages, Mutual Funds, Pensions, Retirement Planning, Rollovers, Self-​Managed Super Funds, Shares, Superannuation

History

Established in 2003.

Maddern Financial Advisers was established in 2003, when the Founder & Executive Chairman; Dr. Dennis J. Maddern, identified a need for non-​conflicted advice to be provided to successful professionals with all the care of a boutique firm but the skills and expertise of a multi-​national company.

As a successful professional himself and having worked all over the world for various global companies in senior level management roles, Dennis was unable to find a proactive Adviser & Accountant who planned for the future and offered the expertise that he expected. Thus, the idea for Maddern Financial Advisers was born; a partner in wealth creation with an approach that is personal, specialised and long-​term.

Meet the Business Owner

Dennis M.

Business Owner

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) and in 2009, he was also awarded nationally the ‘Student of the Year’ by the Association of Financial Advisers (AFA). During 2012, Dennis was respected with a designation in the top 3 Financial Advisers in Australia, by renowned Wealth Professional magazine

Dennis is also an internationally recognised speaker and consultant.

Maddern Financial Advisers also recommends

Maddern Accountants

Tax Services

Dennis M. says,

«Proactive tax advice for successful professionals.»