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MWM Advisory Group, LLC
MWM Advisory are commercial advisors and accountants focused on making accounting human again through communication, relationships and delivery.
Overview
MWM Advisory are commercial advisors and accountants focused on making accounting human again through communication, relationships and delivery. They believe businesses are an extension of their owners and aim to advise and support them to succeed. They serve start-ups, growing companies, large enterprises, high net worth groups, and provide self-managed super and SMSF administration, with 300+ years cumulative experience on the team.
General information
Firm type
RIA
Location
Country
Australia
City
Gold Coast
Principals
James Marshall
Managing Partner
Emma Sullivan
Senior Accountant
Greg Narain
Chief Operating Officer
Krisztina Jablanski
Executive Assistant
Nicole Richardson
Client Services Coordinator
Tia O'Shea
Client Services Coordinator
Jake Turton
Accountant
Kento Waki
Accountant
Frequently asked questions
Does MWM Advisory Group invest in external funds or only direct deals?
No public information exists describing the firm's investment structure. It is unknown whether MWM Advisory Group commits capital to external fund managers, makes direct investments, or uses a hybrid approach.
How large is MWM Advisory Group's asset base?
AUM is not disclosed. No external reporting or regulatory filing has surfaced that provides a reliable estimate of assets under management.
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