Who are we?

Our team

Led by our Directors, MGD has a substantial team of specialists with diverse yet complementary financial experience, who work together towards your financial success. Each advice area has specialist skills, that when combined, provide complete financial clarity for our clients. Our team’s diversity allows us to approach your individual requirements from various angles to provide a solution tailored to your individual needs. At all times through this process, you will have direct contact with your key relationship manager.

John Barton

Director & CEO

Paul Bodimeade

Executive Chairman

Brett Schmidt

Executive Director

Andrew Albury

Director

Wealth Management

Andrew Proudfoot

Director

Risk and Succession

Lindsay Stanton

Director

Tax Advisory

Ling Dias

Director

Tax Advisory

Richard Marsden

Director

International & Executive

Stephen Furness

Director

Wealth Management

David Lloyd

Manager

SMSF

Michael Lorimer

Consultant

SMSF

Rachel Barlow

Senior Client Adviser

Wealth Management

Renee Black

Senior Client Adviser

Tax Advisory

Stanley Feng

Senior Client Adviser

Tax Advisory

Alec Berry

Associate Adviser

Wealth Management

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Our vision

To be recognised as a market leader in total wealth management through our commitment to providing our clients with specialist advice and integrated solutions that improve their lives and deliver complete financial clarity.

Our values

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Delivery

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Collaboration

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Integrity

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Enjoyment

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Innovation