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Expert witness

Dr. Dennis J. Maddern

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. His commitment to compliance and professionalism is legendary.

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

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Expert witness knowledge areas

Areas of Expertise

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/Borrowing

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/Transparency/Conflict Advice

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

AWARDS & ACHIEVEMENTS

Financial Adviser of the Year

Adviser of the Year AIOFP - 2009

The Association of Independently Owned Financial Professionals (AIOFP) is Australia's Peak body for Independent Financial advice in Australia.

Top 3 Financial Advisers in Australia Wealth Professional Magazine

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.

Student of the Year AFA

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.'

SMSF Adviser of the Year – Finalist IFA Magazine

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.

Boutique Financial Advice firm of the Year – Finalist IFA Magazine

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.'

Financial Adviser of the Year – Finalist IFA Magazine

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

Holistic Advice Firm of the Year – Finalist IFA Magazine

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.

Best Client Servicing (Company) - Finalist IFA Magazine

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

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

Bachelor of Science

Year:1976
Provider:Oklahoma City University

Masters of Arts

Year:1977
Provider:Oklahoma City University

Master of Theological Studies

Year: 2019

Provider: University of Divinity

Doctor of Philosophy

Year:1980
Provider:University of Oklahoma

SMSF Specialist Advisor

Year:2009
Provider:SMSF Association

Certified Financial Strategist

Year:2010
Provider:Association of Independently Owned Financial Professionals

Advanced Diploma of Financial Services

Year: 2003
Provider: Kaplan Learning

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.