Around sixty advisers in Australia answer to you and nobody else. Watch how that one fact changes your whole financial picture.

A short walkthrough of what genuinely independent advice looks like when one firm coordinates your wealth, tax and super, with no product to sell you.

Answer a few short questions as honestly as you can. It tells us enough to work out whether a conversation makes sense for your situation before we invite you to book one.

100% independent under s923ASMSF Specialists across the teamAdvice and accounting under one roofBoutique firm since 2003

Why Maddern Financial

Independence has a legal definition, and almost no firm meets it.

Maddern Financial, in specifics

  • Independence Genuinely independent under Section 923A of the Corporations Act. No commissions, no in-house products, no bank or dealer group sitting behind the advice. Around sixty advisers in the country meet that standard, and Maddern Financial is one of them.
  • Model Advice and accounting under one roof. Investments, retirement and income, insurance, tax and self-managed super run as one connected strategy rather than handed across four providers who never speak to each other.
  • Specialists The whole team holds SMSF Specialist accreditation, so self-managed super is handled by genuine specialists. Self-managed super is the firm's Centre of Excellence, sitting inside the broader advice rather than sold as a standalone product.
  • Recognition 2015 SMSF Adviser of the Year finalist, and an IFA Excellence Awards finalist in 2018 and 2020. The founder holds CFP, FChFP and SSA credentials alongside a Ph.D. and post-doctoral study at Stanford.
  • Footprint A boutique Melbourne firm established in 2003, working with successful professionals and business owners by phone and video. Deliberately small, so senior people who know your situation stay across it.

In their words

My family is now miles ahead in terms of growing a healthy SMSF and always maximising our tax returns. Being 100% independent, Maddern Financial Advisers work with our interests front and centre, without exception.
Melanie H.Client since 2007
I am a successful career woman. This year I reviewed my investment portfolio, my superannuation and my insurances. I found Maddern Financial Advisers to be that independent firm I was seeking. I can recommend them to my friends and colleagues.
Loretta S.Verified client review
Maddern were friendly and easy to deal with when I needed financial advice and tax planning for a small business and an investment property. They applied their technical knowledge to my situation and gave me advice I acted on to reduce my tax bill now and in the future.
Andrew M.Small business owner
My family and I have trusted the team for three years. Whenever I call, they are responsive and caring, highly committed and knowledgeable. They have worked with both myself and my parents on the best financial decisions. A wonderful long-term adviser I plan to stay with.
Graeme WoodsVerified client review
I am very impressed with the professionalism of Maddern Financial Advisers. They dealt with all of my investment, mortgage and tax queries efficiently and knowledgeably, and the staff I spoke to were extremely helpful. Highly recommend.
Jenny M.Verified client review