WHO WE ARE

Trusted experts delivering quality financial and strategic advice to professionals and high-net-worth individuals and families.

FMA Wealth was founded in 2001 by Frank MacDonagh and the firm is based in beautiful Manly, NSW. We believe in a boutique approach so that we have close, strong and successful relationships with our clients.

Our clients seek our specialist guidance and experience in navigating the complexities of wealth creation and wealth management.

Frank and his team deliver personalised and structured financial advice. This clarity in direction and management allows our busy clients to focus on the other important parts of their lives.

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ABOUT FRANK

Frank MacDonagh (Managing Director) founded FMA Wealth in 2001, and the firm has an outstanding reputation for quality and individualised financial planning and wealth management advice to its loyal client base that extends from Sydney throughout Australia and to ex-patriate Australians overseas.

Frank’s hands-on experience and deep understanding has been as a result of holding management and executive positions with some of the world’s leading investment banks and consulting firms in Sydney, London and Tokyo. His career has included roles as Director of Capital Markets, Merrill Lynch; Managing Director, Hambros Securities Australia; and Director of Treasury & Financial Risk Management KPMG.

On a personal note, Frank and his family live in the wonderful Northern Beaches. Frank lives out his philosophy that people need work/life balance. He enjoys time outside with his family and still plays soccer, rugby, bush walking and his new hobby of golf is proving to be a challenge!

Qualifications

Frank holds the following professional qualifications:

  • Bachelor of Commerce – Australian National University, Canberra
  • 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

We are here to help build and protect your wealth.

AT OUR CORE

Personalised Relationships

Trusted relationships are the key to FMA Wealth’s long-term success with its clients. We are driven by a genuine passion for helping people to make
informed decisions, and to implement these. While longevity doesn’t always equal excellence, FMA Wealth’s valuable experience and understanding resonates a deep rapport with clients.

Our clients are referred to us by people that strongly believe in our quality advice, our service ethos and our values. This has earned FMA Wealth a well-deserved reputation as a truly leading boutique financial services firm.

THE VALUE WE BRING

Customised Support

FMA Wealth knows that our clients want success and happiness for themselves and their families. They are or have been professionals who want to have a financial dedicated help to have a financial roadmap for the future.

Our very customised approach ensures that we understand you, your goals and your aspirations – and how, if and when, these change over time, your financial plan is updated for such evolution.