# MWM Advisory Group, LLC

MWM Advisory Group, LLC is a RIA based in Gold Coast, Australia.

## Overview

- **Organization type:** RIA
- **Headquarters:** Gold Coast, Australia
- **Assets under management:** Undisclosed
- **Website:** mwmadvisory.com.au

## Regulatory record

- **CRD number:** 310866
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310866

## About

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.

## People

- 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

## 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.

### Where is MWM Advisory Group headquartered?

The firm's registered address and operating location are not available in public records. The firm does not maintain a public website, LinkedIn profile, or other online presence beyond a state business registry.

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Last updated: 2026-08-11T15:07:34.613Z

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