We have led the way with a client first philosophy for over forty years.
Mancell Financial Group founded in Burnie Tasmania.
Broadens scope of products offered, becomes an authorised representative in 1985 to offer investment & security advice.
Begin to abandon institutional influence to ensure the business can truly chart its own course forward.
Mancell Financial Group (MFG) was founded in February 1980 by Peter Mancell. Since then we have helped hundreds of individual and corporate clients across Tasmania and Australia with strategic planning and investment advice. We can actually boast that we still retain our very first client.
Starting out aligned to MLC, we quickly found ourselves frustrated with the training focus on selling products, opposed to actually understanding the goals of our clients. Wholly owned by our founders, we soon abandoned any links or ties to any financial institution. This provides you with the greatest potential for financial success – we’re working on your behalf.
Solution F Wealth Management founded in Bungendore NSW by Peter Blematl
Mancell Financial becomes founding member of Asset Class Investors Group. Both firms implement evidence based investment philosophy.
Mancell Financial begins CEFEX fiduciary certification process. Cerification confirmed in 2016. Second to be certified in Australia at the time.
In 2001-02 we underwent a substantial change, reshaping the way our business was strategically and operationally managed. We implemented a more efficient portfolio administration system and pursued low cost access to high quality, structured portfolios. At this time we also adopted the factor based approach to investing. This removed guesswork from the investing process and based client portfolios on academic research. As part of this process we formed the Asset Class Investors Group with several like minded firms across Australia and New Zealand.
These changes benefited our clients with lower fees, a more reliable investment experience and more disciplined portfolio review techniques.
Mancell Financial becomes founding member of Global Association of Independent Advisers™ (GAIA). Peter Mancell appointed inaugural executive chairperson.
Mancell Financial Group celebrates 40 years in business.
Solution F Wealth Management celebrates 25 years in business.
In 2016 we became Tasmania’s first fiduciary financial advisor, and the second in Australia to achieve CEFEX certification. This helped usher in a new fiduciary standard to financial planning across Tasmania and Australia. Today we’re only one of seven certified fiduciaries in Australia. In 2016 we also became a member of the Global Association of Financial Advisers™ (GAIA). GAIA membership aligns MFG with some of the world’s best wealth managers, sharing knowledge and underpinning a standard of world’s best practice in financial advice.
In 2020 Mancell Financial Group celebrated 40 years in business. In 2021 Solution F Wealth Management celebrated 25 years in business.
In 2023 Mancell Financial and Solution F merged to form a wealth management business with an office foot print across Tasmania, NSW & Canberra, and a client base across Australia. Today we oversee more than $550 million in assets for our firm’s valued clients.
We are licensed to the privately owned FYG Planners Group, which has over $4 billion in funds under management.
Mancell Financial Group publishes book “Your Investment Philosophy”.
Mancell Financial Group and Solution F Wealth Management merge.
Whatever your goals, we can help plan for your future.
Level 1, 41 Mount Street,
Burnie, Tasmania, 7320
16 Rutledge Street,
Bungendore, NSW, 2621
mfg@mfg.com.au
03 6440 3555
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
This website is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. MFG has professional financial advisers in Burnie & financial advisers in Canberra if you are seeking advice. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice. Notwithstanding our GAIA membership, MFG does not claim to be independent under section 923 of the Corporations Act.
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