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 and

Chief Executive Officer

Paul Bodimeade

Executive Chairman

Brett Schmidt

Executive Director

Dr Michael Drew

Director and

Chief Investment Officer

Dr Adam Walk

Director

Investment Advisory

Andrew Albury

Director

Wealth

Ling Dias

Director

Tax Advisory

Lindsay Stanton

Director

Tax Advisory

Stanley Feng

Director

Tax Advisory

Stephen Furness

Principal Adviser

Wealth

Andrew Proudfoot

Director

Risk and Succession

Richard Marsden

Director

International and Executive

Michelle Dall’Alba

Senior Client Adviser

Wealth

Rachel Barlow

Senior Client Adviser

Wealth

Graeme Del Favero

Senior Client Adviser

Wealth

Renee Black

Senior Client Adviser

Tax Advisory

Ronan Zille

Principal Adviser

Sydney

Brad Hoffman

Manager

SMSF

Charlie Vincent

Manager

Tax Advisory

Alec Berry

Client Adviser

Wealth

Ronald Cheung

Client Adviser

Risk and Succession

Mikaela Holmes

Client Adviser

Wealth

Colin Yi

Associate Adviser

Risk and Succession

David Hare

Consultant

Risk and Succession

Garth Barrett

Consultant

Corporate Finance

Mark Herbertt

Consultant, Social

Investment and Philanthropy

Susanne Bransgrove

Consultant

Family Governance

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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