The team at MFA strive to provide our clients with an expanded advice and administration service to ensure we’re available when you need us most.
Corporate and Personal clients can now access the full resources of our combined team. Specifically, this means we now have the skills, expertise and resources to provide you with a financial plan to assist you on your pathway to financial freedom.
Your plan is a blueprint that addresses your budget, insurance, wealth generation, debt repayments, and retirement needs. This sets your path to financial independence.
We offer a range of financial services backed by expertise in:
- Superannuation
- Retirement Planning
- Investment Advice
- Personal Insurance
- Debt structuring and management
- Self-Managed Super Funds
Your Financial Advice Team
Director - MFA
With over 30 years of industry experience, Andrew specialises in providing Superannuation and Insurance solutions to employers and their employees. As the Director of several businesses, Andrew has made it his mission to assist his clients in, not only achieving but exceeding their financial planning goals.
General Manager - Advice & Operations - MFA
Tamara has been in the Financial Services industry since 2006. As the General Manager of MFA, Tamara’s “client first” approach is instilled within the MFA team who always put customer service at the forefront of their priorities each day.
Should you have any general queries in relation to your superannuation, investments or insurance, or if you just want to know how we may be able to assist you, please feel free to email Tamara
Financial Adviser - MFA
Jonathan has been in the financial planning industry since 2004.
With a broad skillset and advanced technical knowledge, Jonathan is well versed in the Investment, Superannuation & Insurance space. Jonathan is especially passionate about the ongoing management of our client's Insurance policies and assisting our clients in getting their claims paid.
Financial Adviser - MFA
With over 19 years of industry experience, Bach is well versed in helping clients from all walks of life achieve their financial goals and objectives. Bach has a diverse background in retirement planning, wealth creation, superannuation & tax strategies as well as Centrelink and Aged Care advice.
Book a virtual meeting now to discuss your Financial Planning needs & objectives.
Contact us by calling 08 8224 0602 or via email mfa@mfaadelaide.com.au
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MFA Adelaide Pty Ltd ABN 16 143 989 520 is a Corporate Authorised Representative (367844) of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL/ACR 278937