Boutique firm Morris Cohen Glen & Co announces new Partner and Financial Planning expansion
Announcement posted by Morris Cohen Glen & Co 06 Jul 2017
Morris Cohen Glen & Co confirmed that Luke Casley of its Melbourne office has been appointed as a Partner from 1 July 2017.
In his new role Mr Casley will focus on continuing to grow the existing areas of the business in the areas of business services, taxation, SMSF, foreign corporations / branches and payroll services.
“We are now focusing on growing our tax, audit, advisory and financial planning practice and continuing to deliver smart, honest, strategic advice, based on our broad experience” Luke said.
“This is a very exciting step for the firm and we are taking every opportunity in this market to continue the growth and evolution of the firm,” Luke said.
In addition Morris Cohen Glen & Co has established MCG Advisory to provide Financial Planning service under Managing Director Brett Muir.
“This is a very exciting step for the firm and we are taking every opportunity in this changing market to continue the evolution and growth of the firm,” Luke said.
MCG Advisory is a full service financial advisory company, focused on providing education and strategic based advice to our members. Our services include Financial Planning, Mortgage Broking, Small Business Advice & Corporate Advisory, and Financial Coaching. MCG Advisory recently incorporated the former Wilson Advisory Services into the practice.
“There has been a shift in demand from clients away from multiple providers of services and towards a ‘one-stop-shop’ model and that’s the kind of service that our firm can provide to clients.”