Maddern Financial Advisers

Maddern Financial Advisers provides Independent Financial Adviser services from Melbourne, operating as an independently owned, fee for service practice serving clients across Australia.

• Works with niche professional groups including doctors and medical professionals, dentists, pilots and aviation professionals, sports professionals, and small to medium business owners, covering investments, insurance, superannuation, and related accounting and taxation needs.
• Named a finalist for Holistic Advice Firm of the Year at the IFA Excellence Awards in both 2018 and 2020, and a finalist for Accounting Innovator of the Year at the 2019 Fintech Business Awards.
• Its principal, Dr Maddern, was recognised as a finalist for Holistic Adviser of the Year (2020) and SMSF Adviser of the Year (2015) by Independent Financial Advice magazine.

Best for: professionals such as doctors, dentists, pilots or business owners in Melbourne seeking independent, fee for service financial advice tailored to their occupation.

Maddern Financial Advisers offers Superannuation Advisory and Compliance support, with self-managed superannuation named as a centre of excellence within the Maddern group.

• Describes a thorough understanding of the compliance requirements involved in running a self-managed superannuation fund.
• Delivered alongside the firm’s wider financial planning and accounting services for clients including doctors, business owners and sports professionals.
• The firm’s SMSF expertise was recognised with an SMSF Adviser of the Year finalist listing at the 2015 IFA Excellence Awards.

Best for: Melbourne clients wanting SMSF compliance and advisory support alongside their broader financial planning.