Advice and execution across AU and US markets

Get in touch

Our services

Our systems

The tools MFAM runs on. Advisers who join MFAM use them daily.

  • Compliance intranet

    A full CRM, general advice records and quarterly compliance checks in one place.

  • AUSIEX Desk

    Every client's positions, risk and margin on one screen, without the broker PDFs.

  • Advice automation

    Send an idea to every client by email and SMS, and orders are automatically placed as they authorise. Edit multiple orders with one click.

See MFAM Systems
AUSIEX Desk account view showing net liquidation value, live SPAN margin and options positions

How it works

Consultation

We start by discussing what you need from your investments.

Your account

Your assets stay in your name at one of our five partner brokers.

Your approval

We only execute a trade once you have approved it.

Our team

About us
Henry Fung

Henry Fung

Partner Managing Director

Evan McQuire

Evan McQuire

Partner Managing Director

Brad Holland

Brad Holland

Head of Derivatives

  • Steve Conrad

    US Investment Adviser

  • Eddie Aquino

    Senior Equities Adviser

  • Eason Tan

    Senior Options Adviser

Get in touch

1300 889 603
International +61 2 8378 7199
Suite 803, Level 8, 70 Pitt St, Sydney NSW 2000

Best time to call