Expert Witness for Financial Advice

EXPERT WITNESS
EXPERT WITNESS
Phone 03 9999 7200

Dr. Dennis J. Maddern

Dennis Maddern is a highly experienced financial advice professional, with an extensive and dynamic list of accomplishments. Dennis has been nominated for many practitioner and business awards as a result of professionalism and experience. His commitment to compliance and professionalism is legendary.

Expert Witness Knowledge Areas

Areas of Expertise

When you require an independent opinion from a financial planning professional, Dennis can provide an expert report on various areas of the financial planning profession, including:

  • Conflicts of interest & Commission disclosure
  • Investment advice and implementation
  • Insurance advice and implementation
  • Gearing advice and implementation
  • Self Managed Super Fund advice and implementation

Financial Advice

Dr. Maddern offers an unparalleled perspective on the provision and delivery of financial advice.

Investment Selection

Dr. Maddern offers expert analysis on investment selection and market related advice.

Insurance Advice

Dr. Maddern has extensive skills in the insurance advice and claims environment.

Margin Lending

Dr. Maddern offers expertise in the field of gearing & borrowing advice for retail investors.

SMSF Advice

As an SMSF Specialist Adviser (SSA), Dr. Maddern can provide unbiased analysis on SMSF advice and services.

Fee Conflict Advice

Dr. Maddern possesses a unique ability to analyse adviser fee arrangements.

Expert Witness Knowledge Areas

Areas of Expertise

When you require an independent opinion from a financial planning professional, Dennis can provide an expert report on various areas of the financial planning profession, including:

  • Conflicts of interest & Commission disclosure
  • Investment advice and implementation
  • Insurance advice and implementation
  • Gearing advice and implementation
  • Self Managed Super Fund advice and implementation

Financial Advice

Dr. Maddern offers an unparalleled perspective on the provision and delivery of financial advice.

Investment Selection

Dr. Maddern offers expert analysis on investment selection and market related advice.

Insurance Advice

Dr. Maddern has extensive skills in the insurance advice and claims environment.

Margin Lending

Dr. Maddern offers expertise in the field of gearing & borrowing advice for retail investors.

SMSF Advice

As an SMSF Specialist Adviser (SSA), Dr. Maddern can provide unbiased analysis on SMSF advice and services.

Fee Conflict Advice

Dr. Maddern possesses a unique ability to analyse adviser fee arrangements.

40+ years of experience

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Awards & Achievements

Financial Adviser of the Year

Dennis Maddern is a highly experienced financial advice professional, with an extensive and dynamic list of accomplishments, e.g. Adviser of the Year’ via the prestigious Association of Independently Owned Financial Professionals (AIOFP). Dennis was voted by Wealth magazine in the top three Advisers in Australia and has been nominated for many practitioner and business awards as a result of professionalism and experience.

AIOFP: Adviser of the Year
The Association of Independently Owned Financial Professionals (AIOFP) is Australia’s Peak body for Independent Financial advice in Australia. 
 

WP Magazine: Top 3 Financial Advisers in Australia

Wealth Professional magazine is one of Australia’s most respected Financial advice magazines. To be rated by them in the top three Advisers in Australia is quite an honour.

 

AFA: Student of the Year

Dr. Maddern has an unswerving commitment to education, having close to twelve years of Univesity study, plus having completed most Financial Advice qualifications available in Australia, he was recognised by the Association of Financial Advisers as ‘Student of the Year.’

 

IFA Magazine: SMSF Adviser of the Year – Finalist

In 2015, Dr. Maddern was recognised by the Independent Financial Advice magazine as a finalist in the prestigious Self Managed Superannuation Fund (SMSF) Adviser of the Year.

 

IFA Magazine: Financial firm of the Year – Finalist

In 2015, Maddern Financial Advisers was selected as a finalist in the Independent Financial Advice magazine’s prestigous ‘Boutique Financial advice firm of the Year.’

 

IFA Magazine: Financial Adviser of the Year – Finalist

In 2014, Dr. Maddern was selected as a finalist in the Independent Financial Advice magazine’s ‘Financial Adviser of the Year award.’

 

IFA Magazine: Holistic Advice Firm of the Year – Finalist

In 2018, Maddern Financial Advisers’ was recognised by the prestigious Independent Financial Advice magazine as a finalist in the category of Holistic Advice Firm of the Year. 

 

IFA Magazine: Best Client Servicing (Company) - Finalist

In 2018, Maddern Financial Advisers’ was recognised by the prestigious Independent Financial Advice magazine as a finalist in the category of Best Client Servicing. 

IFA Magazine:
Financial Adviser of the Year – Finalist

In 2020, Dr. Maddern was selected as a finalist in the Independent Financial Advice magazine’s ‘Financial Adviser of the Year award.’

 

IFA Magazine:
Holistic Advice Firm of the Year – Finalist

In 2020, Maddern Financial Advisers’ was recognised by the prestigious Independent Financial Advice magazine as a finalist in the category of Holistic Advice Firm of the Year. 

Qualifications

Academic Qualifications

Dr. Maddern has had a distinguished academic career; his doctoral thesis on Organisational Change at the University of Oklahoma, USA, and post-doctoral work at Stanford University, led to a range of top management positions with leading international companies.

As well as achieving University qualifications, Dr. Maddern has achieved many of the Financial Advice Industry’s most sought after awards:

  • Fellow Chartered Financial Practitioner (FChFP)
  • Certified Financial Strategist (CFS)
  • SMSF Specialist Adviser™ (SSA)
  • Certified Insurance Professional (CIP)
  • Fellow FINSIA
  • Fellow ANZIIF

Extensive Experience

Dennis Maddern has had a distinguished work career along with his outstanding academic career. He has worked for and with some of the World’s great firms in Senior management positions, including that of General Manager.

He spent 12 years in the USA, much of which was at University, but also working with Eastman Kodak Company in New York. Following a number of years working worldwide for Kodak, Dr. Maddern was headhunted into a Senior management role with Pacific Dunlop, eventually being asked to act as General Manager of a major business unit. 

In addition to major private sector roles in upper level management, Dr. Maddern has also assisted the the public sector via consulting and as acting Chief Executive of a major Victorian local government council.

Throughout Dennis’  career there has been a theme of change/turnaround, and ‘getting to the cause,’ and not simply treating a symptom. This is why he is able to provide financial advice expert witness services to legal professionals.

2023, Kaplan Professional
Master of Financial Planning
2019, University of Divinity
Master of Theological Studies
2010, AIOFP
Certified Financial Strategist
2009, SMSF Association
SMSF Specialist Advisor
1980, University of Oklahoma
Doctor of Philosophy
1977, Oklahoma City University
Masters of Arts
1976, Oklahoma City University
Bachelor of Science

Get in Touch

By Appointment Only: 
Suite 238, 29 Milton Parade
Malvern, Victoria 3144