About Me

Fergus is Certified Financial Planner [CFP] with over 24 years of experience and is also Principal of FM Financial Solutions, an INDEPENDENT Financial Advisory firm. FM Financial Solutions provides a life-style and objective based financial planning service for clients looking to create and protect their wealth, as well as those clients looking for strategic pre-retirement and retirement solutions. The focus for FM Financial Solutions is to increase the certainty of achieving your objectives, including via a Goals Based Investment Approach, which focuses on reducing losses and generating a more consistent return profile.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Fm Financial Solutions Pty. Ltd.
  • Advice fees
    Advice Fees From $4,400
CERTIFIED FINANCIAL PLANNER®