WELCOME

Macphillamy & Associates (M&A) is a privately owned boutique Private Wealth Management business, dedicated to providing tailored financial solutions to meet the needs of high net wealth clients.

Our mission is to provide clients with discrete quality advice and service that is tailored to meet their specific investment requirements. We seek to achieve this by working closely with clients to forge long term relationships, building respect and comprehensive understanding of their investment objectives.

 

Our Clients

M & A currently has funds under management (FUM) in excess of $150M. Our high net wealth clientele includes entrepreneurs, senior executives, family businesses, retirees and charitable organisations.

We have forged a reputation for maintaining long-term trusted relationships whilst focused on delivering discreet tailored services to our clients.

Our Point of Difference

Tim has over 40 years experience in Investment Banking, Chartered Accounting, Tax Advisory and Wealth Management. Our Wealth Management services utilise all these skills.

 

Macphillamy & Associates Pty Ltd ABN 98 601 605 814 is a Corporate Authorised Representative 
of Wentworth Global Securities Pty Ltd ABN 96 155 409 653 AFSL 422477

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