Accounting firm HLB Mann Judd Melbourne has joined with financial adviser Andrew Lord to create a new wealth management division.
The division will operate under the name HLB Mann Judd (Vic) Wealth Management and will be headed by Mr Lord who has over 15 years’ experience in financial services.
Mr Lord started his career in funds management and broking before becoming a financial planner in 1997. He founded his own practice in 2002 which has now merged with HLB Mann Judd Melbourne.
Mark Pizzacalla, managing partner of HLB Mann Judd Melbourne, said the decision to expand into wealth management was one the firm had been reviewing for some time.
“We believe that offering quality financial planning and wealth management advice to clients is an important component of the overall services that we provide and we have therefore been looking for the most suitable partner to join us.
“Andrew has the experience and skills that we were looking for and that we believe will best serve our existing clients who are seeking wealth management advice,” Mr Pizzacalla said.
Mr Lord said that he had worked with HLB Mann Judd Melbourne in the past and was attracted by their professionalism and quality of service.
“HLB Mann Judd Melbourne was looking to build a more sophisticated client offering in the wealth management area and this fitted perfectly with my own approach and plans.
“With clients increasingly seeking more holistic services from their advisers, a strategy that brings together the accounting and advice services of HLB Mann Judd, and my own financial planning skills, made sense,” Mr Lord said.
HLB Mann Judd Melbourne is a firm of accountants and business advisers, and part of the HLB Mann Judd Australasian Association
For more information please contact:
Mark Pizzacalla – Phone: 03 9606 3843
Andrew Lord – Phone: 03 9606 3310
29 November 2012