Working at MGD

At MGD, some of Australia’s most talented financial advisers, accountants, and thought leaders are shaping the future of financial advice.

 

Our vision

Our purpose is to enrich and enhance the lives of our clients by providing complete financial clarity and building their financial capability in pursuit of their life goals and aspirations.

This is the reason we do what we do. It is an incredibly rewarding vision that we strive to achieve every day in every task and interaction, guided by our five core values. We achieve this by:

  • Delivering tangible value to our clients through best-of-breed financial services and advice that is meaningful, impactful, and integrated across our specialist teams;
  • Providing a highly professional, energetic, and collegial workplace for our people;
  • Building a socially responsible organisation which recognises our dependency on and responsibility to our community; and
  • Building a robust and sustainable business for the MGD community.

We are a boutique firm, with offices in Brisbane and Sydney, but we help people across Australia and abroad.

 

Life at MGD

We pride ourselves on having a diverse and inclusive workplace environment. Our boutique, professional nature leads to an exciting, motivated atmosphere, within which ideas from all are valued and considered. As a multidisciplinary firm, we operate in a collaborative manner by drawing upon the skills and expertise held by our experienced team members across the various disciplines. This knowledge results in well-rounded, all-encompassing advisory solutions for our clients, and valuable experience and knowledge for each of our team members.

 

Career development

We place an emphasis on investing in our people. We believe that providing our team with the appropriate tools and experience to work effectively is integral to achieving the results we desire for our clients. We are committed to assisting our employees develop within their role and grow both personally and professionally. This growth comes via mentoring from our leadership team, whose decades of experience can be readily called upon thanks to our friendly, open-door workplace.

Our teams

Through a genuine understanding of their circumstances, needs, and goals, our Wealth Management team helps develop and implement strategies and investments to ensure our clients and their families are positioned for enduring success and happiness.

Our Tax Advisory teams provide clients with solutions ranging from advice on tax-effective business and investment structures, to practical business advice, assistance to internal accountants and bookkeepers, and advice on business acquisitions and exits.

Our SMSF Administration and Advisory team helps clients maximise the benefits of their SMSF, and provide annual SMSF audits, fund administration and compliance, specialist advice on deed establishment and variation, and pension calculations. We also help clients establish SMSFs and implement strategies to maximise their retirement savings.

Our Risk and Succession Advisory team helps clients understand their need for insurance and the options available to them, and works with them to integrate insurances and succession planning into their overall financial strategy to protect themselves, their families, and their businesses from the unexpected.

Including human resources, finance, front office, and marketing professionals, our Corporate team ensures that our firm operates seamlessly and effectively on a day-to-day basis.

Positions available

We are looking for people to join our team who are as passionate as us about enriching and enhancing the lives of our clients through delivering high quality financial service and advice.

 

Assistant, Brand and Communications 

We are currently looking for a full-time Assistant for our Brand and Communications team in a dual role with shared reception duties. This person will provide accurate, timely, and reliable support to the Brand and Communications team in relation to marketing, advertising, communications, and promotion of events and activities.

If you would like to apply for this role please click here or send your cover letter and resume to Mrs Jenny Wood at jwood@mgdwealth.com.au.

 

Client Service Officer,  Wealth Management

We are currently looking for a Client Service Officer to join our expanding Wealth Management team. The appropriate candidate will take pride in their work, provide professional client-centric service to a client base, and demonstrate efficient support to our Advisory. Please note, there is no minimum required experience to apply for this role.

If you would like to apply for this role please click here or send your cover letter and resume to Mrs Jenny Wood at jwood@mgdwealth.com.au.

 

Experienced Client Service Officer 

We are currently looking for an Experienced Client Service Officer to join our firm. The appropriate candidate will take pride in their work, provide professional client-centric service to a client base, and demonstrate high-level support to our Advisory.

If you would like to apply for this role please send your cover letter and resume to Mrs Jenny Wood at jwood@mgdwealth.com.au.

 

Expressions of interest 

If you are interested in working at our firm, we invite you to send your expression of interest, cover letter, and resume to Mrs Jenny Wood at jwood@mgdwealth.com.au.