Katie McDonald

Giles Wales, a boutique strategic, investment and tax advisory firm, has opened a Perth-based office and appointed Katie McDonald CFP as Director of Advisory.

For eleven years, Giles Wade has provided strategic advice to a range of private and multi-family office clients, not for profits and super funds, to create and preserve wealth. Until now, WA-based clients, including not for profit organisations, have been serviced by Melbourne-based team members.

Katie brings over 25 years of investment experience and 18 years of financial literacy education to her role at Giles Wade. She sits on the committees of Financial Toolbox, 100 Women and the Financial Planning Association for Women WA. She is a CFP (Certified Financial Planner) and holds a Degree in Business (Finance) and an Advanced Diploma in Financial Planning.

Commenting on the appointment, Giles Wade CEO Liza Janakievski said, “Katie’s appointment and the opening of our new Perth office provides us with a strong platform to deliver strategic advice to high-net-worth and non-for-profit clients in the dynamic, expanding Western Australian market.”

“Katie brings unique knowledge and expertise to her role, along with a passion for financial literacy and education.”

Katie is a regular presenter at events relating to women and finance, and she volunteers as a mentor for the Financial Planning Association and the University of Western Australia.

“I am excited to join an energetic, vibrant business led by strong women, with Liza as CEO and Evergreen’s Angela Ashton as Chair of the Investment Committee.”

“Strong female role models in financial advice are important; the gender pay gap, along with lower average superannuation balance and structural trends that result in men generally being financially better off than women, are issues that concerns me.”

“As a wealth adviser, I believe it’s important to educate; I frequently present at events or run workshops relating to women and finances.”

Giles Wade holds its own AFS Licence and Tax Agent Licence, which enables its team to provide advice across a range of specialist areas to deliver end to end services for clients. The team’s principal objective is to protect and enhance their clients’ wealth, underpinned by tax efficient cashflow, cost minimisation and strong governance. The team also provides pro-bono services to a number of not-for-profit organisations, including a range of indigenous trusts and boards around Australia, including WA.

“I’m delighted to work with Katie and appreciate the integrity and professionalism she brings to her role,” said Liza Janakievski.

“We have some exciting plans to roll out in WA over the coming year and look forward to seeing what we, and our clients, can achieve.”

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Liza Janakievski

Giles Wales, a boutique strategic, investment and tax advisory firm, has celebrated its 10-year anniversary. This marks a decade of providing advice to a range of private and multi-family office clients, not for profits and super funds, to create and preserve wealth.

From the outset, Giles Wade sought to provide a holistic service offering and for this reason has its own AFS Licence and Tax Agent Licence, which enables the team to provide advice across a range of specialist areas to deliver end to end services for clients. Giles Wade’s principal objective is to protect and enhance their clients’ wealth, underpinned by tax efficient cashflow, cost minimisation and strong governance.

Majority owned by management and staff, Giles Wade has a transparent fee structure and has deliberately avoided the potential conflicts of interest that can arise from being remunerated by percentage based on funds under management, commissions or product-based incentives.

Giles Wade partners with their clients to establish a program to provide an individually tailored, integrated service offering that suits their needs and objectives. The program combines strategic advice with deep intellectual capital, broad asset management expertise, wealth structuring and ties it together with tax and compliance.

The team also provides pro-bono services to a number of not-for-profit organisations, including a range of indigenous trusts and boards around Australia.

At the helm is co-founder and CEO Liza Janakievski, who works closely with investment committee chair, Evergreen’s Angela Ashton, to help clients create, grow and protect their wealth.

Commenting on a successful decade in business, Janakievski said, “We have always endeavoured to work with clients where we share common values; this helps us foster long term relationships built on trust and respect.”

“Our clients appreciate that our focus is on providing holistic strategic advice, not just product recommendations.”

Giles Wade’s board comprises retired VicSuper CIO Oscar Fabian and Giles Wade co-founder, retired NAB Senior Economist Jeff Oughton. The Investment Committee is chaired by Evergreen’s Angela Ashton and plays an integral role, notably in the development and oversight of policy and procedures for investments, as well as increasing the investment choice available to clients and enhancing portfolio construction.

“I’m delighted to work with such high calibre individuals who support the team deliver high quality services with the utmost integrity and professionalism,” said Janakievski.

“We have some exciting plans to roll out over the coming year and look forward to seeing what we, and our clients, can achieve over the next decade.”

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