About Us

MDM Financial Services

MDM Financial Services was created to provide a complete, fee for service Financial Planning service that helps a range of clients maximise and protect their family’s wealth, whoever they are.

Our focus is developing, implementing and reviewing personalised strategies to achieve our client's short, medium and long term financial goals whilst providing them with the peace of mind that they are preparing for the future whilst protecting their family from the unexpected.

Where we differ is in our passion to educate and develop our client’s knowledge of their strategies and through developing close relationships with their other professional advisers to create a team that is working towards achieving the client's goals.

Monica Maguire is the principal and founder of MDM Financial Services. She is an authorised representative of Charter Financial Planning. (ASIC number 409402)

Monica has a Graduate Diploma in Financial Planning, Bachelor of Business Finance/Banking and is a CERTIFIED FINANCIAL PLANNER®

Monica began the company to realise her passion for helping everyday people achieve financial success by utilising sound, long term financial fundamentals. Her goal was to provide a full service offer where you pay for the service you need and nothing more.

Before starting MDM, Monica's experience was in Financial Advising and Small Business Management. Her previous roles as a Planner, Stockbroker, Business Analyst and Practice Development Manager, have helped Monica develop a broad knowledge base which she can utilise to develop and implement complete strategies to achieve your financial goals.

She is an Associate member of the Financial Planning Association of Australia.

About Charter Financial Planning

Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand operations of AXA Asia Pacific Holdings Limited.

Charter Financial Planning is one of Australia’s leading financial planning organisations and has been operating since 1996. Charter Financial Planning holds an Australian Financial Service Licence for providing both personal and general advice and can offer a range of financial services that are listed within this FSG.

Charter Financial Planning is a Professional Partner of the Financial Planning Acssociation (FPA) and is fully committed to the FPA's Code of Ethics and Rules of Professional Conduct. Charter Financial Planning is also a Corporate Member of the Association of Financial Advisers (AFA).

Corporate Authorised Representative

ABN 78 151 835 479

Charter Financial Planning Limited ABN 35 002 976 294

Australian Financial Services Lincesee Licence number 234665
 

General Advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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