MW - Key Persons
Job Titles:
- Financial Consultant
- Manager
- Senior Financial Planning Manager
Qualifications
Australian Securities and Investments Commission Regulatory Guide 146 Accredited Practitioner.
Edmund is a financial consultant and manager who has 60 months of professional financial planning experience doing high quality Statements of Advice (SOAs) for various Australian dealer groups and Suitability Letters for a London-based financial planning firm. I am highly proficient generating simple to complex financial plans using state of the art Australian financial planning software such as Xplan, Charter Adviser Tools, Adviser Logic, and Adviser Net Gain. Moreover, I am competent as well in generating SOAs using the customized templates of various dealer groups. I am also competent in using British financial planning software such as Nucleus, Intelligent Office, Critical Expert, and Research Exchange. In addition, I am also responsible in mentoring new team members in applying due diligence procedures and in understanding the various financial planning software. I have also over 7 years of professional experience driving revenues for multi-national financial institutions.
Job Titles:
- Digital Marketing Specialist
- Digital Marketing Strategist
Kaycee Mabborang is a skilled digital marketing strategist with expertise across the Google product suite, including Google Analytics, Tag Manager, and Google Ads, as well as SEO and Social Media Marketing. She excels at integrating these tools to create seamless workflows that drive data-informed decision-making for MW Wealth Group. Kaycee's strategic approach ensures that MW Wealth Group makes smart, well-rounded decisions to help clients achieve their financial goals with confidence.
Qualifications
Sub-Authorised Representative of MW Wealth Management Pty Ltd, Corporate Authorised Representative No. 402559. Authorised Representative No: 385196.
Mark Wyld is a Sub-Authorised Representative of MW Wealth Management Pty Ltd, Corporate Authorised Representative No. 402559. Authorised Representative No: 385196.
Transitioning through the financial services landscape over the last 9 years, winning awards and training with some of the most skilled and experienced coaches locally and abroad, Mark has constantly asked himself: "How can I better solve my clients biggest problems?"