Boutique financial advisory firm FirstUnity Wealth Management has expanded its operations into Queensland with the introduction of a new Brisbane office and the appointment of four new advisers/executive directors.
"The opening of our Brisbane office ... continues the expansion of our business in Australia and enables FirstUnity Wealth Management to provide customised private wealth management services to the expanding market in Queensland where we see exciting opportunities," FirstUnity Wealth Management managing director Michael Parsons said.
Mario Andrado, Terry Blaser, David Lane and John Whelan bring significant experience and knowledge to the FirstUnity Wealth Management Brisbane office and all come from global financial institution Morgan Stanley Smith Barney (formerly known as Citi Smith Barney) he said.
"FirstUnity Wealth Management is increasing its presence in the niche wealth management market in Australia and attracting such high quality people represents a major positive for the business and its clients," Parsons said.
"FirstUnity Wealth Management clients, including high net worth individuals and families and not-for-profit organisations, will benefit from the breadth of wealth management experience that each of these advisers brings."
According to a spokesperson, before the introduction of the Brisbane office FirstUnity Wealth Management was a New South Wales based business but was now on its way to becoming a national operation, with more new offices to come.
The firm comprises advisory services in the areas of wealth management, family office, philanthropic services and capital, and providing bespoke wealth management services, Parsons said.
