DMG Advice (formerly MLC Advice Albury)

DMG Advice is a locally owned and operated family business based in Albury, operating since 2015, originally under the name MLC Advice Albury. It is a boutique financial planning firm specialising in retirement planning and provides full-service financial planning, helping clients develop a holistic financial plan tailored to their individual needs, serving the local Albury Wodonga community. The firm is licensed by DMG Licensee Services Pty Ltd. Dean Greacen is the Principal & Senior Adviser and has been a financial planner since January 2010, with over 25 years' experience in the accounting, tax and financial services industry.

He holds a Bachelor of Business (Accounting), a Diploma of Financial Services (Financial Planning), a Diploma of Securities & Derivatives, and has completed the FASEA education requirements. He is a member of the Financial Advice Association Australia (FAAA) and the Boutique Financial Planning Principals Association Inc. Melissa Bird is an Adviser Associate with over 20 years' experience spanning the accounting, tax and financial services industry.

She holds a Bachelor of Commerce (Accounting & Business Law) from the University of Melbourne, a Master of Taxation (UNSW), and a Diploma of Financial Planning, is a qualified Chartered Accountant (CA), and has met the FASEA education requirements. Diane Becker is a Paraplanner who started working in the financial planning industry in 1994, has over 30 years' experience as a Paraplanner, holds a Diploma of Financial Planning (Dip FP), and has been working with DMG Advice as Paraplanner since 2019. Dean Greacen & DMG Advice Albury Pty Ltd, trading as DMG Advice, are Authorised Representatives of DMG Licensee Services Pty Ltd.

Long-standing guidance on superannuation and retirement planning is the theme that runs through the feedback for this Albury practice, with clients returning across periods of a decade or more. A handful of customers describe the reassurance Dean provided after the death of a spouse, when managing investments and income became a sole responsibility, and they note that his communication remained clear and professional while he took a personal interest in their wellbeing. Several accounts note the calm manner in which market volatility is handled, alongside advice on government legislation and fund changes, and the yearly portfolio review that keeps retirement strategies on track.

Melissa and Mel are named for their part in looking after client accounts, and a detail many reviews return to is the decline in fees compared with earlier arrangements, together with a fee structure described as competitive. Investment strategies intended to support a secure retirement are the work most frequently discussed, and clients note that recommendations have performed well over time, allowing them to plan for the future with confidence and without ongoing worry about money.