Cardena announces partner appointment

Cardena Private Wealth ray djani

2 July 2019
| By Chris Dastoor |
image
image
expand image

Cardena Private Wealth has announced the appointment of Tom McDonald as a partner of the boutique wealth management and advisory firm.

The appointment came after McDonald celebrated his tenth year in the company and Ray Djani, Cardena managing director, said he had been a highly respected member of the team.

“Since joining Cardena ten years ago Tom has distinguished himself by his dedication to continuous professional development and academic excellence,” Djani said.

“Attributes he steadfastly regards as being essential for the delivery of the highest standards of professional client advice and ongoing service.”

The appointment would align with Cardena’s growth strategy that foresaw increased demand for financial advice by high net wealth clients, families, business owners and senior corporate executives.

McDonald said he was initially attracted to Cardena for the opportunity to work alongside a highly regarded team of professionals, but also a strong collaborative firm with exciting growth prospects.

“Our clients are successful people who are busy doing what they do best and I love helping them to achieve the things that are most important to them and their families,” McDonald said.

“I look forward to playing my part in a senior capacity utilising my expertise and experience to strengthen and expand Cardena’s client advisory business and marketplace offering.” 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 5 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

6 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 7 hours ago