MDK Wealth Management is a boutique financial planning practice, servicing clientele all over Melbourne and country Victoria. We build valuable, long term relationships helping you achieve your financial goals.
Founded in 2010 by Michael Kolody, when he joined experience with Rod Boon, the business has developed and now specialises in three main areas: Superannuation, Investments and Insurance.
Founding partners, Rod Boon (Senior Associate) and Mike Kolody (Managing Director)
MDK Advisers
The MDK Wealth Management team currently has onboard the following advisers:
For Stacey Rowles (Financial Adviser) click here: Stacey Rowles
MDK Management Team
The MDK Wealth Management team has a wealth of experience and is currently run and managed by the following;
For Mike (Managing Director) click here: Michael D. Kolody
For Stace (Practice Manager) click here: Stacey Rowles
For Rod (Senior Associate) click here: Rod Boon
MDK Administration Team
The MDK Wealth Management Administration team is the work engine behind the scenes, slowly chugging away on a day to day basis. They are responsible for all administrative functions within the business, including lodgement & processing of applications, research and reporting on funds and investments, client inquiries and support, providing background support to both advisers and the management team. Being a small business, there can often be a lot of overlap within designated roles, and we do in fact find everyone at some point in time is working within or helping the administration team…it’s one big happy family.
The MDK administration team is always growing, and being a family orientated business, we love having family and friends visit at the office. We are all blending both work/business and personal/ family lives, just as our clients do, so we truly understand the need for a balanced approach to life.
We all have our own individual passions, whether it be sporting, gardening, or simply just spending quality time with family and friends. We also truly enjoy getting to know you, our clients, and what drives you, as essentially our aim is to try and provide more time, finance, and peace of mind for you to enjoy the things that you love in life.
Linda our client services manager
