Fortune Factory has joined forces with MFA to provide our clients with an expanded advice and administration team to ensure we’re available when you need us most. Corporate and Personal clients can now access the full resources of our combined team. Specifically, this means we now have the skills, expertise and resources to provide you with a financial plan to assist you on your pathway to financial freedom. Your plan is a blueprint that addresses your budget, insurance, wealth generation, debt repayments, and retirement needs. This sets your path to financial independence. We offer a range of financial services backed by expertise in: - Superannuation - Retirement Planning - Investment Advice - Personal Insurance - Debt structuring and management - Self-Managed Super Funds Your Financial Advice Team Managing Director - Fortune Factory David is the Managing Director of Fortune Factory and has been a Financial Adviser since 1997. David specialises in providing Superannuation and Insurance solutions to employers and their employees. Director - MFA With over 30 years of industry experience, Andrew specialises in providing Superannuation and Insurance solutions to employers and their employees. As the Director of several businesses, Andrew has made it his mission to assist his clients in, not only achieving but exceeding their financial planning goals. Book a meeting with Andrew Financial Adviser - MFA Jonathan has been a Financial Adviser for the past 13 years. With a broad skillset and advanced technical knowledge, Jonathan is well versed in the Investment, Superannuation & Insurance space. Jonathan is especially passionate about the ongoing management of our client's Insurance policies and assisting our clients in getting their claims paid. Book a meeting with Jonathan Financial Adviser - MFA With over 16 years of industry experience, Bach is well versed in helping clients from all walks of life achieve their financial goals and objectives. Bach has a diverse background in retirement planning, wealth creation, superannuation & tax strategies as well as Centrelink and Aged Care advice. Book a meeting with Bach General Manager - Advice & Operations - MFA Tamara has been in the Financial Services industry for over fourteen years. As the General Manager of Advice & Operations, Tamara’s “client first” approach is instilled within the MFA team who always put customer service at the forefront of their priorities each day. Should you have any general queries in relation to your superannuation, investments or insurance, or if you just want to know how we may be able to assist you, please feel free to email Tamara Book a virtual meeting now to discuss your Financial Planning needs & objectives. BOOK APPOINTMENT Contact us by calling 08 8224 0602 or via email mfa@mfaadelaide.com.au. ©2021 MFA Adelaide MFA Adelaide Pty Ltd ABN 16 143 989 520 is a Corporate Authorised Representative (367844) of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL/ACR 278937