Boutique financial services firm, MGD Wealth, has enjoyed a bright start to 2016 with the addition of two very experienced wealth management specialists, Richard Marsden and Rachel Barlow, to its growing team.
MGD Wealth CEO, John Barton, said that the appointments demonstrate MGD’s commitment to the continual improvement of the team and is yet another step in the growth of the firm.
In his role as Director – International and Executive, Richard will focus his efforts on implementing high quality innovative strategies for executive and professional clients to meet their financial objectives. Richard will also work to deliver optimal outcomes including the establishment of tax-effective business and investment structures for Australian expatriates and intending migrants.
“Richard’s impressive background is second to none, having held senior roles within some of Australia’s biggest names in financial services. I’ve known Richard for many years and have witnessed first hand his impressive ability to employ effective wealth creation and preservation strategies for his clients. He is most certainly an asset to our firm,” Mr. Barton said.
As Senior Client Adviser, Rachel will focus on delivering superior advice to her clients on all facets of their financial affairs. Rachel will work closely with her clients to ensure their strategies remain relevant to their changing circumstances in order to achieve their short, medium and long term financial goals.
“Rachel is truly skilled in what she does. With a proven track record of delivering optimal total wealth management solutions to her clients, and with over 15 years of specialist financial experience, Rachel is absolutely a welcome addition to our team,” Mr. Barton said.
“With the expansion of our dedicated team and exciting projects we have in the pipeline, 2016 is shaping up to be another sensational year for MGD Wealth,” Mr. Barton concluded.