Our tailored advice, personal mentoring and strategic solutions give you clarity, understanding and control of your finances.
Helping you to build, manage and protect your wealth, so you can enjoy more freedom and choices in the future.
At M Wealth, we provide ‘personal wealth mentoring’ to give you clarity, understanding, and control of your finances. Whatever age or life stage you are at, we can help. We make no judgement on where you are now financially. We get to know you, ask questions, and resolve issues before they become significant.
At M Wealth, you will discover that financial advice involves much more than investing. We understand where you are in life’s journey and customise our guidance and advice relevant to you.
At M Wealth, we believe that financial advice should be highly personalised because everyone has unique needs at different life stages. We help you to establish a comprehensive strategy to achieve your wealth goals.
At M Wealth, we help you build, manage and protect your wealth in ways you can understand and value. We help you make smart, informed financial decisions along the road to financial security through our ongoing support program.
Creating and protecting wealth is a journey that requires well-researched solutions communicated in a simple, timely, and professional manner. With our guidance, you can achieve financial security and enjoy peace of mind knowing that your wealth is in good hands.
You are at the life stage where building a solid investment asset base is of high importance to you.
You are thinking of broadening your investment asset base through diversification, and making the most of your assets, including your home.
You are at the life stage where you can use the assets you have accumulated already to maximise your wealth.
You should be thinking about protecting everything you have worked so hard to achieve, in order to afford you a life of financial freedom.
You are preparing to live off the income from the investment assets accumulated over your life.
Director & Senior Financial Planner
David has worked in the financial services industry since 1992, initially for a Multi-National Investment Manager and Insurer before beginning his financial advice career in 1994 with an Accounting and Financial Service business based in Port Adelaide. David left this role to commence his own advice business in 2000. Initially based at Unley, then North Adelaide, before landing in Kent Town in 2005. Over this journey the name has changed a couple times, but the ‘fabric’ has remained the same with David’s core drive to provide practical, well-structured ‘common sense’ advice, with the objective to make his client’s lives better. David enjoys tackling complex problems, whether it be a farmer planning their succession, helping a retiree navigate the complicated landscape of transitioning to retirement, or the busy medial professional needing someone to guide them through the integrated maze of investments, super, insurance and debt reduction – he loves the challenge. David is a member of the Financial Advice Association Australia (FAAA) and is recognised specialist with the SMSF Association.
Outside work David enjoys family time and is actively involved in his 3 kids sporting activities, especially AFL, rowing, netball and water skiing. He still enjoys playing tennis socially with mates and is an avid Port Adelaide supporter attending most games. He is up for a chat about any sport at anytime.
Advanced Diploma of Financial Planning | Diploma of Financial Planning | Certificate of ASX Securities
david@dmafs.com.au
Senior Financial Planner
Rodica brings over 12 years’ experience in Financial Services to her role at M Wealth, having worked across various financial services firms in Australia. She provides strategic, tailored and holistic advice to individual clients.
Rodica holds a Master of Commerce (Applied Finance) from the University of Adelaide, is a Certified Financial Planner and a member of Financial Advice Association Australia. She thrives on coaching and guiding her clients and helping them achieve their financial goals.
When she is not busy with clients, Rodica enjoys books, music and travel.
Advanced Diploma of Financial Planning | Diploma of Financial
rodica@dmafs.com.au
Senior Financial Planner
Warren has over 25 years’ experience in Financial Services, having worked in global financial service providers, boutique advice firms and institutional banks where he provided strategic, tailored and holistic advice to both corporate and individual clients.
Having attained a Master of Financial Planning, Warren is a Certified Financial Planner, Accredited Aged Care Professional and SMSF Specialist Adviser and a member of both the Financial Planning Association and SMSF Association. Warren gets satisfaction making a difference to his clients lives through a partnership which includes education, guidance and understanding their lifestyle and financial goals, then finding an appropriate solution.
Whether you are starting out, a young family or looking to plan for your retirement, Warren will be able to assist.
In his free time Warren enjoys watching Motorsport, Cricket and EPL Football.
Senior Financial Planner
Michael has been a Financial adviser for over 35 years. He is a SMSF Specialist Adviser and Certified Financial Planner and a member of both the SMSF Association and Financial Planning Association. Although he assists clients in most areas of advice he particularly enjoys working in the SMSF area.
Outside of work Michael enjoys pretending to be a tradie and spending time in the bush with nature.
Licensee Management and Business Development
Administration Officer
Client Services Team Leader
Operations Manager
Client Services Manager
Senior Paraplanner
Client Services Manager
Client Services Manager
Senior Paraplanner
Associate
Client Services
Reception / Client Services
We seek to build a close relationship with you that stands the test of time, helping you make smart, informed choices. Helping you to create, manage and protect your wealth to enjoy more freedom and options in the future.
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