Brisbane-based boutique financial services firm MGD Wealth has made two new appointments, including a senior client adviser, as it looks to implement a number of new projects for its clients.
The self-licensed firm today announced the appointment of Michelle Dall’Alba to the role of senior private client adviser and Michael Frazer to the position of tax consultant.
In a statement, MGD Wealth chief executive John Barton said the appointments are a reflection of MGD’s outlook for the future.
“As a self-licensed firm with an integrated service offering, these appointments demonstrate our vision of growth, expertise and ongoing ability to offer optimal solutions for our clients.”
As senior private client adviser within MGD’s wealth management team, Ms Dall’Alba will focus on delivering first-rate advice to her clients and will work closely with them to ensure their financial strategies remain relevant to their changing circumstances in order to achieve their short, medium and long-term financial goals, MGD said.
Mr Barton said the appointments come at a fitting time for MGD, with a number of exciting projects scheduled for the new financial year.
“With our growing team of advice specialists and a number of projects set to deliver for our clients in the months ahead, we’re looking forward to a promising new financial year,” he said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 24 Sep 2018Accountants continue battle for advice spaceBy Adrian Flores
- 24 Sep 2018Netwealth recruits former BT managerBy Reporter
- 20 Sep 2018Independent advice will prosper but must be paid for: LovedayBy James Mitchell
- 21 Sep 2018Former ASFA policy advisor to boost FPA ranksBy Reporter
- 21 Sep 2018Aligned advisers in search of freedomBy Adrian Flores
- 20 Sep 2018Banned Perth adviser did not engage in dishonest conductBy James Mitchell
- view all