- Financial Planning Association of Australia
- Association of Financial Advisers
- Cancer Council Pro Bono Adviser
- Centrelink Specialists
In August 2020 we joined forces with FM Financial Pty Ltd (ABN 80 074 824 749) to create a larger and stronger business. This decision was undertaken with the needs of our existing clients in mind, and we are excited to be part of a professional practice, which operates under the same client-focused principles. FM Financial Pty Ltd was established in 2004, and has offices located in Melbourne, Burnie, Devonport, Hobart, Launceston, and now Albury. Importantly, the team are very friendly, approachable and relatable to our local community. The entire FM team now consists of 8 planners and 10 support staff to ensure that all your advice needs and enquiries can be met on a timely basis.
Read more here: https://www.fmfinancial.com.au/
Our Passion as financial advisers is to help people achieve their Idea of Financial Freedom. This is who we are, what we do, what we stand for – this is our purpose.
We help our clients realise their goals and dreams and pursue their best life. It is the reason why we get up every morning – to provide our clients with the Freedom to live the life they choose. We specialise in relationships and provide sound financial planning strategies and advice.
Kelly Mitchell is a Senior Financial Adviser of the firm and holds a Master of Applied Finance (Financial Planning) and Bachelor of Business (Finance).
James Ellis is a Senior Financial Adviser. James holds a Bachelor of Accounting, Diploma of Financial Planning and holds his Certified Financial Planning qualification from the Financial Planning Association.
They are supported by four support staff. Our business has been helping clients achieve financial freedom since 1987, providing quality financial advice in the Albury/Wodonga region for over 35 years.
FM Financial in Albury is an award winning firm. Our services, products and systems are supported by Hillross. Hillross ensures our technical knowledge and advice is of the highest standard.
At FM Financial we have access to a professional network of accountants, solicitors and other specialists to provide a full and comprehensive range of financial strategies and products for our clients.