Hillross

FM Financial Albury
Est 1982
533 Kiewa Street, Albury NSW 2640
FM Financial Pty Ltd, trading as Hillross Albury, is a local Financial Planning business. We are passionate about helping our clients attain their idea of Financial Freedom. Our fundamental objectives are to help build, manage, protect your wealth, and provide tailored financial planning advice based on your individual needs and situation. https://www.fmfinancial.com.au/
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Financial Planning Association of Australia
  • Association of Financial Advisers
  • Cancer Council Pro Bono Adviser
  • Centrelink Specialists

Areas of
Expertise

Aged care
Self Managed Super Fund
Small business
Superannuation
Transition to retirement

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.


Meet our team

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Kelly Mitchell
Snr Financial Adviser

Kelly’s focus is to provide a clear and strategic roadmap for her clients,…

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Taylah Golding
Client Services Officer
Taylah started in 2018 and is responsible for the day-to-day administrative support…
Taylah started in 2018 and is responsible for the day-to-day administrative support for clients and our adviser. Taylah also manages our Centrelink services. She is currently on maternity leave.
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Amy Ellis
Client Services Officer
Amy started in 2018 and handles our lodgements, technical & administrative…
Amy started in 2018 and handles our lodgements, technical & administrative support, and day to day client service activities.
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James Ellis
Adviser
James started in March 2022
James started in March 2022
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