Brisbane-based boutique financial services firm, MGD Wealth, has welcomed yet another high profile specialist to their expanding team in the form of risk and succession expert Andrew Proudfoot.
MGD Wealth CEO, John Barton, said that Andrew’s appointment is an exciting one and a sign of the firm’s commitment to the continual enhancement of the team.
“As Director of Risk and Succession, Andrew’s focus will be the provision of financial risk mitigation strategies and high level strategic business succession solutions. This area has always been a high priority for MGD with Andrew’s appointment bringing that further into focus,” Mr Barton said.
“Andrew’s unique background in law, tax and economics positions him perfectly for delivering exceptional advice to our clients as part of our total wealth management philosophy. He has a seriously impressive background, having provided advice to some of the country’s top professional services firms including subsidiaries of international players.”
Andrew joins MGD from the banking sector, having worked with nab and Suncorp in senior specialist risk and wealth management roles.
“I feel extremely privileged to have the chance to be a part of such a highly regarded team and am really looking forward to working alongside John, the other directors, staff and clients,” Mr Proudfoot said.
“MGD’s integrated approach is one that really resonates with me and I truly appreciate the opportunity to use my specialist experience to help make a difference to how we manage risk for our clients.”
MGD Wealth’s portfolio of specialist advice services includes Total Wealth Management, investment and asset consulting, self-managed superannuation administration and advisory, tax advisory, personal and business accounting, personal risk insurance, business succession and estate planning, and administration. For more information visit MGD Wealth’s website, www.mgdwealth.com.au, or call 07 3391 5055.
To arrange to speak with John or Andrew, please contact Daniella de Azevedo on (07) 3391 5055.