MGD Wealth

Finance · Australia · 51-200 Employees

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Overview

Headquarters

175 Melbourne St Ground Fl, South Brisba...

Phone Number

+61 733915055

Revenue

$9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
2
2
2
2

About MGD Wealth

MGD Wealth is a trusted financial advisory firm in Australia, specializing in bespoke wealth management, tax advisory, SMSF advisory, and business solutions for high-net-worth and ultra-high-net-worth families and businesses. With over $2.2 billion in funds under advice, MGD integrates all areas of personal and business finances to provide comprehensive financial clarity. The firm is known for its industry-leading advisers and institutional access, ensuring clients receive objective strategies and transparency. MGD focuses on building lasting relationships, guiding clients through family wealth management, business success, retirement planning, and legacy creation.Explore more
MGD Wealth's Social MediaPopular SearchesMGD Wealth LtdMgd WealthMgdMgdwealthManaged FinancialSIC Code 62,628NAICS Code 52,523Show more

MGD Wealth Org Chart

PhoneEmail
LZ
Australia flag for contact location.

Advisory Director, Tax

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
LD
Australia flag for contact location.

Advisory Director, Tax

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
SF
Australia flag for contact location.

Advisory Director, Tax

PhoneEmail
LS
Australia flag for contact location.

Advisory Director, Tax

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SA
Australia flag for contact location.

Director, Wealth

PhoneEmail
NH
Australia flag for contact location.

Director - Lending and Debt Advisory

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PC
Australia flag for contact location.

Director, Wealth

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MH
Australia flag for contact location.

Director, Social Investment & Philanthropy

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PhoneEmail
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PL
Australia flag for contact location.

Manager, SMSF

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LZ
Australia flag for contact location.

Manager, Finance

PhoneEmail
AF
Australia flag for contact location.

Client Relationship Manager

PhoneEmail
OK
Australia flag for contact location.

Sucession Manager, Risk

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MGD Wealth

$9M
51-200
Private
-
1981
LZ
Lucy ZhaoAdvisory Director, Tax
$36.7M
51-200
Public
-
1996
AD
Alan DunneChief Information Officer
$7.5M
11-50
Private
-
1996
KP
Kanchan PunjabiFinancial Controller
$7.4M
11-50
Private
-
1974
DM
Dakota MekiHead of Paraplanning
$6.2M
11-50
Private
-
2006
<$5M
11-50
Private
-
1979
ML
Marc LiewClient Relationship Manager & Associate Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

MGD Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MGD Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MGD Wealth.

MGD Wealth Tech Stack

A closer look at the technologies used by MGD Wealth

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Frequently Asked Questions Regarding MGD Wealth

What is MGD Wealth's official website?
MGD Wealth's official website is www.mgdwealth.com.au
What is MGD Wealth's Revenue?
MGD Wealth's revenue is $9 Million
What is MGD Wealth's SIC code?
MGD Wealth's SIC: 62,628
What is MGD Wealth's NAICS code?
MGD Wealth's NAICS: 52,523
How many employees does MGD Wealth have?
MGD Wealth has 51-200 employees
What industry does MGD Wealth belong to?
MGD Wealth is in the industry of: Finance, Securities Trading
What is MGD Wealth competition?
MGD Wealth top competitors include: Fiducian Group, Clime, Shartru Wealth Management, Stonehouse Financial Services
What companies has MGD Wealth acquired?
MGD Wealth has acquired the companies: LJ Partners, Yrps
What technology does MGD Wealth use?
Some of the popular technologies that MGD Wealth uses are: WordPress.org, PHP, HubSpot Marketing Free, Google Universal Analytics
How do I contact MGD Wealth?
MGD Wealth contact info: Phone number: +61 733915055 Website: www.mgdwealth.com.au
What does MGD Wealth do?

MGD Wealth is a trusted financial advisory firm in Australia, specializing in bespoke wealth management, tax advisory, SMSF advisory, and business solutions for high-net-worth and ultra-high-net-worth families and businesses. With over $2.2 billion in funds under advice, MGD integrates all areas of personal and business finances to provide comprehe... nsive financial clarity. The firm is known for its industry-leading advisers and institutional access, ensuring clients receive objective strategies and transparency. MGD focuses on building lasting relationships, guiding clients through family wealth management, business success, retirement planning, and legacy creation.Read More

What are MGD Wealth social media links?
MGD Wealth Linkedin page MGD Wealth Twitter page MGD Wealth Facebook page
Is MGD Wealth a public company?
MGD Wealth is private company therefore does not currently have an official ticker symbol
See more information about MGD Wealth

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