Boutique Brisbane-based financial services firm MGD has welcomed Mark Herbertt, PhD, to its firm as Director of Social Investment and Philanthropy.
Dr Herbertt will lead MGD’s Philanthropic Advisory services, working closely with clients to ensure their financial resources are best utilised to achieve their philanthropic objectives, and that this is seamlessly integrated into their overarching financial strategy.
MGD CEO John Barton said the appointment of Mark to MGD’s leadership team reflects the firm’s continued commitment to offering first-rate, holistic financial solutions for clients.
“Social investment and philanthropy are a key element in not only our firm but in many of our clients’ overall wealth management strategies,” said Mr Barton.
“Mark’s deep understanding of the trends, challenges and various funding approaches within the Australian and international philanthropic sector will enable our firm to continue offering our clients tailored, integrated solutions that are aligned with their objectives, including their philanthropic aspirations.”
Mark said he looks forward to working alongside the MGD Directors and Advisory team in helping clients achieve their ambitions in the charitable and not-for-profit sector.
“For many individuals and families, philanthropy sits at the heart of their financial strategy. I look forward to working with the MGD team to support and guide our clients in making their philanthropic vision a reality and a key piece of their total wealth management strategy,” said Dr Herbertt.
Mark joins MGD from Social Ventures Australia where he was Queensland Director.
ENDS
To arrange to speak with John or Mark, please contact Daniella de Azevedo on (07) 3391 5055 or daniellad@mgdwealth.com.au
Disclaimer: This article contains general information only and is not intended to constitute financial product advice. Any information provided or conclusions made, whether express or implied, do not take into account the investment objectives, financial situation and particular needs of an investor. It should not be relied upon as a substitute for professional advice.