MBA Financial Strategists

MBA Financial Strategists At MBA Financial Strategists, we are committed to helping people reach their financial goals. This page contains information that is general in nature.

We are made up of a group of professional financial advisers in Adelaide who tailor personal financial advice to fit your circumstances MBA Financial Strategists (MBA FS) is widely respected in the financial planning field, and have built a strong professional reputation for our depth of expertise, advisory skills and customer service. Our practice focus is on developing excellent working relation

ships with our valued clients, to provide complete, holistic financial planning advice, based on clients' individual needs and goals. We aim to assist you make the right financial decisions for your personal situation and circumstances. We are committed to providing personalised client service and professional, tailored financial advice. The practice has a team of financial planners to assist clients plan their financial future, they include: Darren James CFP® and Raimon Lewandowski CFP® along with, Brian Lynch CFP®, Tim Haysman, Peter Berresford, Darren Holst, Jayden Mitchell, Nick Munro, Laura Drost, Jedd Felice along with Mortgage Broker Todd Davies. MBA Financial Strategists Pty Ltd ABN 13 008 285 756 Darren James, Raimon Lewandowski, Brian Lynch, Tim Haysman, Peter Berresford, Darren Holst, Jayden Mitchell, Nick Munro and Laura Drost are authorised representative and credit representative of Akumin Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence No 232 706. Todd Davies is a credit representative of Akumin Financial Planning Pty Limited, Australian Credit Licence No 232 706. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decision based on this information. Please visit our website www.mbafs.com.au (link here) to find out more about our financial advice services in our latest Financial Services and Credit Guide (FSCG).

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A lovely team celebration at Jolleys Boathouse on Thursday marked the retirement of Practice Principal Mark Borg after a...
06/07/2026

A lovely team celebration at Jolleys Boathouse on Thursday marked the retirement of Practice Principal Mark Borg after an incredible 41 years as a financial adviser.
Mark’s career has been outstanding, defined by his unwavering commitment to client care, professionalism and integrity. His contribution to the financial advice profession, our clients and our team has been significant, and we are incredibly grateful for the legacy he leaves.
We all congratulate Mark on an exceptional career and wish him every happiness in retirement. As we look ahead, we are also pleased to share that senior financial adviser Darren James will be moving into the role of Practice Principal, guiding the practice, our team and our clients into this next chapter.

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Stay updated with the latest financial insights and news. Learn more at MBA Financial Strategists.

Address

77 King William Road
Unley, SA
5061

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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