• FinancialPlanning

  • Superannuation

  • RiskInsurance

  • Investment

  • BudgetDevelopment

Providing Innovative Financial Advice, specialising in Financial Planning, Management and Budgetting, including Transition to Retirement; Superannuation; Risk Cover; and Investments.

OUR GOAL

“TO ASSIST OUR CLIENTS SECURE THEIR DESIRED LIFESTYLES BY BEING THE BEST AT WHAT WE DO BEST.”

Our Business

ABOUT US

We are a propriety limited business operating within the Australian Financial Services Industry. Our Principal is an ASIC Authorised Representative under the Australian Financial Services License held by Australian Investment & Insurance Group Pty Ltd. We provide valuable financial advice, services and products to our Clients. We are based in the greater Adelaide area of South Australia with Clients in every State and Territory of Australia. We have visiting office space in Berri, Port Lincoln and Waikerie.


25 years Industry Experience backed by formal qualifications in Financial Services (Financial Planning) and Financial Services (Finance/Mortgage Brokering Management); ongoing mandatory industry training; exposure to, and resolution of an extensive variety of financial planning scenarios.

Professional and quality resolutions to Clients’ current and future lifestyle requirements that are presented in an uncomplicated and understandable approach. A non-threatening and pleasant environment.

Our Clients keep coming back for sound financial management and recommend our services to family and friends.


CORPORATE CITIZEN:

Although only requiring a relatively small office in physical terms, the Business adopts the “greenest” options in its energy supply. It also chooses its office suppliers on the same basis, wherever possible.

The Business has a policy to regularly donate to charitable and sporting organizations. To this end it maintains a “Donations Register” for monthly donations to charity. It also donates on a regular monthly basis to World Vision’s Indigenous programs.

WE OFFER

FINANCIAL SERVICES

Financial Planning

Let us help you secure your future.

Superannuation

Helping to achieve your retirement goals.

Investment

Helping to find and implement compatible wealth accumulation strategies.

Budget Development

Sometimes, it's as clear as mud. We can simplify the process so that it becomes easy, effective and automatic for you.

Risk
Insurance

Protecting the path to your goals and protecting these goals for your family.

 

PLEASE NOTE:  Financial Management SA is not tied to any provider of products or services.  This ensures that all our Clients receive the most appropriate advice with respect to their goals, objectives and financial requirements.

OUR CLIENTS

TESTIMONIALS

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Derek was suggested to me when I was approaching retirement. I was to receive a large sum of money from my superannuation and needed advice and guidance as to how to manage it, and plan my financial future. I found Derek to be friendly, readily accessible and to communicate effectively. He is someone who listens to my concerns (no matter how small), explains the situation and puts me at ease. I find him reliable, trustworthy and a wealth of knowledge and 'know how' concerning financial matters. I am happy with the way my finances have been set up and administered. I have also appreciated his sense of humour in moments of stress on my part.

Rayleen McCurdy September 15, 2018

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MEET

OUR PEOPLE


Derek Murphy
Principal

Derek is the Principal (Sole Director & Business Owner) of Financial Managment SA. Derek has been
in the Financial Services Industry since June 1991 and possesses a Diploma of Financial Services (Financial
Planning) and a Diploma of Financial Services (Finance/Mortgage Broking Management).

Derek is a keen Golfer and follower of all sport, particularly AFL.

Linda Fortington
Team Leader, PA

Linda has been with the Business since 2011 and is Derek’s Personal Assistant, providing all
operational, process and personal support to Derek’s financial planning activities. As well as financial
management processes & operations, Linda has a strong background in accounts.

She is a trained Team Leader and has qualifications in International Business and Word Processing.

Phil Murphy
Office Manager

Phil is the Business’s Part-time Office Manager. He has a lifetime background in Management
Consultancy and Resource Management
, with a Certificate IV in Assessment & Workplace Training. Derek is
the second of Phil’s two Sons and he has a younger Daughter.


After being an active sportsman all his life, Phil is now content to be an avid spectator of most sports.

Contact us

You can find us at Suite 1, 216 Glen Osmond Road, FULLARTON SA 5063, diagonally opposite Bob Jane T-Mart (Parking under the building).

PDA Solutions Pty Ltd (ABN 65 008 108 503) trading as Financial Management SA Financial Planners and Managers