Cardena appoints new MD

ray-djani/Cardena-Private-Wealth/

12 February 2019
| By Anastasia Santoreneos |
image
image
expand image

Boutique wealth management and advisory firm, Cardena Private Wealth, has appointed Ray Djani as its managing director.

Djani has worked with Cardena for the past three years in a consulting capacity and held a board position, which, according to the firm, made the transition to managing director a natural progression.

In his new role, Djani would work with Cardena’s financial advisers and staff to support client engagement activities, manage alliance relationships, business development and the operational efficiency of the business.

Director of the firm, Jonathan Kilborn, said the appointment of Djani as managing director would reaffirm Cardena’s commitment to its clients’ ongoing financial well-being and aspirations by positioning the practice for long-term sustainability.

“Our goals for the future are to continue to provide the highest standards of financial advice and exemplary service to our clients,” said Djani. “Furthermore, we will be on the lookout for selective opportunities and strategic alliances that are a cultural fit and that provide a benefit to our clients.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND