Boutique financial services firm MGD has welcomed three highly experienced wealth management professionals to its expanding Brisbane-based team.
Lee Chan, Julian King, and Julian de Blonk have joined the wealth management arm of MGD as Senior Client Advisers. In their roles, they will focus on delivering comprehensive personal wealth management solutions for their clients, including professionals, executives, business owners, expatriates, and self-funded retirees.
MGD Chief Executive Officer John Barton said the three appointments reflect the firm’s strong growth over the past twelve months and ongoing commitment to offering top class financial solutions for clients.
“All three advisers have enjoyed deep and trusted client relationships and are great additions to our growing wealth management team,” said Mr Barton.
“The three appointments will allow us to continue to deliver on our promise of providing the highest level of advice to clients and will ensure we are well positioned for future growth.”
Lee Chan is former Principal of LJ Partners, which was acquired by MGD in April 2021. Julian King is a former Private Client Adviser of ipac Securities. Julian de Blonk returns to MGD having spent more than ten years with the firm before joining Tynan Mackenzie as a Private Client Adviser.
MGD Director Stephen Furness has enjoyed welcoming the three Senior Client Advisers to the firm, and looks forward to the experience and expertise they will bring to clients.
“The three new appointments bring a new depth of experience and expertise to our wealth management team, which will allow us to continue serving our clients seamlessly and comprehensively across all matters of their personal and business financial affairs,” said Mr Furness.
“Fellow MGD Directors and the broader advisory team have enjoyed welcoming Lee Chan, Julian King, and Julian de Blonk into the fold.”
To arrange to speak with John Barton, Lee Chan, Julian King, Julian de Blonk, or Stephen Furness, please contact Daniella Bosch on (07) 3391 5055 or firstname.lastname@example.org.
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.