Our advisers are highly skilled and experienced, and hold the highest qualifications in the financial planning industry being that of Certified Financial Planners. PMD is also an FPA Professional Practice, an accreditation that distinguishes the business as a financial planning practice, recognised for impeccable standards.
Importantly, our commitment to professional development ensures the PMD team remains informed and educated on the changing conditions and legislative updates that might impact our clients’ affairs as well as opportunities that may be available to you.
We welcome you to get to know our award-winning team – where we’ve come from, and the important contribution we will make working with you to achieve your financial and lifestyle goals whatever your stage of life.
As a referral built business – Our business continues to grow from client referrals – a strong endorsement of the quality of our service. If you feel there is someone whom may benefit from an initial discussion with us on how they can best achieve their financial and lifestyle goals, please call us on 03 9824 0001. All client referrals are treated with utmost care and confidentiality.
Authorised Representative of Consultum / Chief Executive Officer of PMD Financial Advisers
Tim is the CEO of PMD Financial Advisers. Beginning his professional career as a Certified Practising Accountant at Price Waterhouse Coopers, Tim joined the financial planning industry in 1987. Tim’s area of speciality is providing advice to high income executives, private family businesses, and high net worth investors.
Importantly, Tim’s chartered accounting background combined with his extensive expertise in financial planning means he can offer all clients a complete range of advice to help them achieve their financial and lifestyle goals.
A wonderful endorsement of Tim and the team’s professionalism and expertise was Tim’s ranking in July 2017 as one of Australia’s Top 50 Financial Advisers as released by Barron’s/The Australian.
Authorised Representative of Consultum / Director - Private Client Services
James is a Director of PMD Financial Advisers and deals with a range of clients, including many successful business owners and high net worth individuals. James started his career in financial services in 1997 and has worked for a range of key financial planning businesses including Outlook Financial Solutions and St Andrews Wealth Management, a subsidiary of Halifax and owned by the Bank of Scotland. James is highly qualified with a Bachelor of Economics degree, an MBA and is a Certified Financial Planner (highest standard in financial advice)
James is passionate about helping his clients to achieve their goals and aspirations through robust holistic financial advice. He believes in maintaining long-term relationships so clients can maximise the benefit of quality advice.
James is married with three young children so his professional golf career is on hold for the time being! He likes to keep fit so he can keep up with the kids and values the importance of family.
Director - Private Client Services
Roxy, Director of PMD Financial Advisers, joined the original business in March 2006 after previously being in the financial services industry for around ten years. Roxy assists the Financial Advisers with the researching, preparation and construction of financial plans, and she has an excellent understanding of each client’s needs and objectives and ultimately, where the funds are invested and how they are managed.
Roxy is the first port of call for many of the administration requirements of our clients, and she has an experienced team assisting her to ensure our clients receive a high quality of service from PMD Financial Advisers.
In her spare time, Roxy loves watching her boys play their team sports, plays tennis herself and continues to improve her bridge game. Being a Grand Master will hopefully one day become a reality!
Business Development Manager
Susan has had a long career in financial services having worked in both credit/corporate banking but also specialising in her key area of professional interest, financial services business development and marketing. The experience and skills she has developed are key to her role at PMD where Susan is responsible for working with the team to develop marketing and business development plans to achieve business growth.
Client Services Manager
Louise has been working in the financial services industry for a number of years and during this time, Louise has built up a wealth of knowledge and experience.
Client Services Manager
Christy has worked in the financial services industry for a number of years, spending the last couple of years specifically focusing on financial planning. In addition to supporting the work of the advisers, Christy brings her knowledge of the industry to a range of client service activities.
Client Services Manager/Paraplanner
Josh joined the PMD team after holding a couple of roles in substantial superannuation and accounting practices and through experience and studies, has gained a strong understanding of wealth management. Whilst working at PMD, he is also completing university degrees (majoring in financial planning) which will further underpin his career progression. His role as a Client Services Manager/Paraplanner involves providing support to the PMD advisory team as well as dealing directly with clients on a range of client servicing issues. When he has some free time, Josh volunteers with the National Project Team of a National Charity (Neighbourhood Connect Inc), and also enjoys hiking in the Victoria alpine region.
Client Service Manager/Reception
Annie will be the first person many of you meet when visiting the office or contacting the PMD team via phone as she manages reception, in addition to organising a range of client service activities.