Macquarie Private Wealth expands national financial advice team
Macquarie Private Wealth has bolstered its financial advice team with the appointment of 19 new advisers across six of its state offices in the past six months.
Joining the Brisbane team in Queensland are Scott MacKenzie and Emmet Ryan, who will both focus on Australian equities, and Matthew Cahill and Joshua Derrington - both specialising in providing asset allocation based financial advice. Ben Kirkegaard will focus on high net worth families and Lawrence Williams will cover self-managed superannuation funds.
In Canberra, Paschal Leahy and Luke Furner will deliver financial planning solutions for defined benefit superannuation recipients, while Bob Backer will cover retirement planning and super in the defence and public sector. Hena Power and Penny Ponder will specialise in portfolio management and advising clients with self-managed super funds.
Michael Harwood, Michael Moursellas, Ryan Wareing and Andrew White have made the move from Plan B Wealth Management to Macquarie's Perth office, and will be responsible for providing asset allocation based financial advice for corporate executives and professionals.
In Adelaide, David Duncan will deliver investment financial advice for business owners and self-funded retirees, while James Inglis will focus on personal and group insurance advice.
Melbourne have taken on Paris Magdalinos to provide financial advice on direct equities, while in Sydney, Patrick Hunt will focus on the domestic and international equity markets.
Commenting on the appointments, head of Macquarie Wealth Eric Schimpf said financial advice is a real focus for the industry at the moment and it was important for the Macquarie to strengthen its team with professionals that have the skills to meet the broad investment needs of clients.
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