Who we are
We specialise in developing and delivering personalised wealth management strategies that reflect your values and meet your individual needs.
Our team
Hailing from diverse backgrounds, our team of Private Wealth Managers are united by their proven experience and expertise in navigating financial markets. They also share a commitment to conducting themselves with utmost professionalism and integrity, while remaining approachable and contactable.
“Our Private Wealth Managers look to build long-term relationships with their clients, working tirelessly to help them achieve their changing financial goals.”
- Mark Owens, Head of Private Wealth
Chris Crowe
Reuben Van Dijk
Mark Owens
Rob Atherton
Ben Davis
Normaria Omar
Adam Humphries
Adam Kinsey
Private Wealth Manager
Adil Rafiq
Private Wealth Manager
Brian Dudley
Private Wealth Manager
Eunice Low
Private Wealth Manager
Jake Mowson
Jamie Bubb-Sacklyn
Kaz Nishad
Luke White
Private Wealth Manager
Matthew Green
Michael Garcia
Ryan Long
Private Wealth Manager
Seliyan Swaminathan
Suresh Raj Yogaraj
Tom Henson
Private Wealth Manager
Tom Raynor
Private Wealth Manager
VP Thanga
Private Wealth Manager
Xavier Blaise
Private Wealth Manager
Award winning
Our values
We are proudly independent.
We are a wholly independent and privately owned company, free from external constraints. This allows us to explore the market comprehensively, identifying the best opportunities to serve your interests.
We are responsible.
We focus on long-term, sustainable wealth growth. We work to ensure portfolios are adequately diversified and structured within the most secure jurisdictions. Recognising that every strategy comes with inherent risks, we seek to make risks clear, to help you make informed decisions.
We have a philanthropic outlook.
We actively look for opportunities that make a difference, building ESG criteria as standard into our wealth management strategies.
Learn moreOur international expertise
Holding assets across multiple countries enhances diversification and value. However, it also introduces complexities.
If you hold assets internationally, are an expat, digital nomad or travel frequently for work, we can develop and deliver an end-to-end wealth management strategy to help grow and protect your wealth, while navigating domestic tax obligations and avoiding legal pitfalls.
Our philanthropic outlook
We view wealth as a force for positive change. As such, we integrate ESG criteria and risk considerations into our financial strategies as a standard practice and proactively seek investment opportunities that make a difference.
Aware that real change requires collaboration between all stakeholders, we seek to build partnerships and foster relationships between NGOs, government and the wider financial community.
We also support various charities and community initiatives by donating, volunteering, fundraising and hosting events.
Compliance
Licences
Melbourne Capital Group Advisory (ABN 73 145 207 530) holds an Australian Financial Services Licence No. 382724 which permits it to conduct financial services business in Australia.
Melbourne Capital Group Sdn Bhd (Formerly known as Blueprint Planning Sdn Bhd) is licensed by Securities Commission Malaysia. Licence No. CMSL/A0254/2009.
Melbourne Capital Group Ltd is authorised and regulated by the Labuan Financial Services Authority (LFSA) as an Insurance Broker with Licence No. BS2021140.
