Welcome to FMA Wealth Management
We hope that we can assist you with your financial advisory needs. We are a wealth advisory business with a mission to provide our clients with first-class advice and first-class service to help them to define and achieve their financial and lifestyle objectives. We give our clients trusted advice.
We are a team of professionals that work closely with our clients to truly understand and assist them through the various stages of their financial journeys.
As most people lead busy lives and have financial complexities, we offer a comprehensive financial planning service to provide cohesive personalised financial solutions.
FMA Wealth was founded in 2001 by its Managing Director, Frank MacDonagh. It is a dynamic and professional financial advice business.
Our breadth of hands on experience combined with the highest levels of professional qualifications enable us to provide trusted and relevant financial advice to our clients.
To help offer this client care service we have our business working with several expert strategic alliances including through the Australian Financial Services Licence we operate under, Paragem (ABN 16 108 571 875 and AFSL 297 276); and through the Australian Credit Licence we operate under, Mortgageport Management Pty Ltd (ABN 42 082 753 679 and ACL 386 360).
Frank MacDonagh founded FMA Wealth Management in 2001. Frank’s extensive work experience, his highly regarded professional accreditations combined with his successful track record with clients ensure that he is well qualified in providing trusted financial advice.
Prior to his successful transition into running his financial advisory business, Frank has held several management and executive positions with some of the world’s leading investment banks and consulting firms where he worked in Sydney, London and Tokyo. Frank’s roles have included being a Director of Capital Markets with Merrill Lynch, Managing Director of Hambros Securities Australia, and a Director of Treasury & Financial Risk Management with KPMG.
Frank holds the following professional qualifications:
Certified Financial Planner practitioner
Member of the Financial Planning Association of Australia
Fellow of the Certified Practising Accountants of Australia
Public Practice Certificate with CPA Australia
Specialist Designation status in Financial Planning with CPA Australia
Advanced Standing Program in Financial Planning through Deakin University
Registered Tax (Financial) Adviser
Diploma of Finance & Mortgage Broking Management
Accredited MFAA Credit Adviser
Member of the Mortgage and Finance Association of Australia
Bachelor of Commerce - Australian National University, Canberra
Frank is married to Frances and they have three children. The family live on Sydney’s northern beaches and believe people need a work and lifestyle balance. Outside of his passion for family, friends, and his wealth management business, Frank loves sport where he still plays competitive soccer and rugby and, when possible, enjoys skiing.
Frank and the FMA team provide personalised financial advice with great service to their clients. The FMA team wants to help their clients and their families make properly informed financial decisions. Together we can identify and achieve the lifestyle goals and objectives that are important to our clients and to their futures.
People who we deal with and who are referred to us seek our specialisation in finding solutions to their specific issues. Solutions need to be crafted and tailored as each client has different goals and objectives. As we are a privately owned business, this ensures that our solutions are the right solutions for our clients. We provide clients with the strategies and support to help them achieve their lifestyle choices.
We firmly believe and advocate that to be successful you must be both committed and disciplined. These elements are what drive an effective business. Your household is your business, and our solutions are aimed at making your household a successful business.
Life is full of many events, both large and small, that we help our clients plan for. We believe that the end-goal is important, however, we also understand that short-term goals and changes to circumstances must also be managed and, where possible, planned for!
FMA WEALTH MANAGEMENT = SOLUTIONS FOR YOUR SUCCESS!