Commenting further, Ray Djani said Tom is an extremely well respected and highly regarded member of the Cardena advisory team.
“Since joining Cardena ten years ago Tom has distinguished himself by his dedication to continuous professional development and academic excellence. Attributes he steadfastly regards as being essential for the delivery of the highest standards of professional client advice and ongoing service”, added Ray Djani.
The appointment aligns with Cardena’s overall growth strategy that foresees an increasing demand for financial advice by HNW clients, families, business owners and senior corporate executives.
“I’m delighted that my partnership appointment coincides with my tenth service anniversary", said Tom McDonald.
“I was initially attracted to Cardena by the opportunity to work alongside (and learn from) a highly regarded team of financial advisors with an impressive base of clients, but also a firm with a strong collaborative culture and exciting growth outlook for the future”.
“Our clients are successful people who are busy doing what they do best and I love helping them to achieve the things that are most important to them and their families I look forward to playing my part in a senior capacity utilising my expertise and experience to strengthen and expand Cardena’s client advisory business and marketplace offering.”
Tom’s appointment comes at an exciting time for Cardena as the organisation positions itself strategically for the future said Ray Djani.
“We are very fortunate that our clients are Cardena’s greatest advocates referring family, friends and business associates to our advisory business”, continued Ray Djani.
“Our objective going forward is to build on the relationships with Cardena clients – this includes sourcing alliance partners with complementary offers that will be relevant and of benefit to clients”.
“In addition, we will continue to focus on a program of managed and sustainable growth that includes increasing capacity and being a preferred advisory business for advisers seeking to join a team of advice professionals”.
*Cardena Private Wealth and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306