Boutique investment and tax advisory firm Giles Wales has opened a Perth-based office and appointed Katie McDonald as director of advisory. 

McDonald brings over 25 years of investment experience and 18 years of financial literacy education to her new role. She currently sits on the committees of Financial Toolbox, 100 Women, and the Financial Planning Association for Women WA.

The post Giles Wade appoints WA advisory lead appeared first on Professional Planner.

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