Giles Wade expands Perth advisory team
Boutique strategic, investment and tax advisory firm Giles Wade has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office.
She joined the Giles Wade team with over 25 years of experience in the personal investment industry and nearly two decades of financial literacy education.
McDonald previously worked as a business adviser for The Chamber of Commerce, alongside her role as a Certified Financial Planner (CFP).
The appointment followed Giles Wade’s opening of their Perth-based office. McDonald would service the expanding market of high-net-worth individuals in Western Australia, who were previously serviced by Melbourne-based team members.
Liza Janakievski, Giles Wade chief executive, said: “Katie brings unique knowledge and expertise to her role, along with a passion for financial literacy and education”.
The new appointment and office opening “provides us with a strong platform to deliver strategic advice to high-net-worth and non-for-profit clients in the dynamic, expanding Western Australian market,” Janakievski added.
“We have some exciting plans to roll out in WA over the coming year and look forward to seeing what we, and our clients, can achieve.”
In discussion of her new role, McDonald said: “I am excited to join an energetic, vibrant business led by strong women, with Liza as CEO and Evergreen’s Angela Ashton as chair of the investment committee.”
“Strong female role models in financial advice are important; the gender pay gap, along with lower average superannuation balance and structural trends that result in men generally being financially better off than women, are issues that concern me.”
AUTHOR
Jasmine Siljic
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