Who we are

We specialise in developing and delivering personalised wealth management strategies that reflect your values and meet your individual needs.

Our offering
Mathew Tate, Simon Stephen, Reuben Van Dijk, Mark Owens, Christopher Crowe Melbourne Capital Group

Our team

Hailing from diverse backgrounds, our team of Private Wealth Managers are united by their proven experience and expertise in navigating financial markets. They also share a commitment to conducting themselves with utmost professionalism and integrity, while remaining approachable and contactable.

“Our Private Wealth Managers look to build long-term relationships with their clients, working tirelessly to help them achieve their changing financial goals.”

- Mark Owens, Head of Private Wealth

Tell us your goals
Adil Rafiq, Private Wealth Manager and Financial Advisor for expats in Thailand at Melbourne Capital Group

Adil Rafiq

Private Wealth Manager

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Drew Mitchell, Private Wealth Manager and Financial Advisor for expats in Thailand at Melbourne Capital Group

Drew Mitchell

Private Wealth Manager

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Jake Mowson Private Wealth Manager and Financial Advisor for expats in Malaysia at Melbourne Capital Group

Jake Mowson

Private Wealth Manager

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Jamie Bubb-Sacklyn, Private Wealth Manager, Chartered Financial Planner and Estate Planning Specialist for expats in Malaysia at Melbourne Capital Group

Jamie Bubb-Sacklyn

Private Wealth Manager

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Kal Murray, Private Wealth Manager and Financial Advisor for expats in Thailand at Melbourne Capital Group

Kal Murray

Private Wealth Manager

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Kaz Nishad, Head of Business Development at Melbourne Capital Group

Kaz Nishad

Head of Business Development

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Luke White, Private Wealth Manager and Financial Advisor for expats in Malaysia at Melbourne Capital Group

Luke White

Private Wealth Manager

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Matthew Green, Head of Citizenship & Residency by Investment at Melbourne Capital Group

Matthew Green

Head of Citizenship & Residency by Investment

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Michael Garcia, Private Wealth Manager and Financial Advisor for American expats in Malaysia at Melbourne Capital Group

Michael Garcia

Private Wealth Manager

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Thomas Murray, Private Wealth Manager and Financial Advisor for expats in Malaysia at Melbourne Capital Group

Thomas Murray

Private Wealth Manager

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Tom Henson, Private Wealth Manager and Financial Advisor for expats in Malaysia at Melbourne Capital Group

Tom Henson

Private Wealth Manager

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Leadership

Our leadership team share a wealth of experience in financial services and a deep knowledge of financial markets.

Chris Crowe

Director

Chris established and managed a range of businesses before moving into capital markets and financial services. His background has afforded him a deep understanding of employee benefits, pension plans and corporate structuring. His expertise lies in global financial markets, asset management and tax-efficient investments.

“For me, it’s all about providing exceptional service and maintaining active communications with clients, fostering long-term partnerships.”

Nationality: British

Education

  • MA (Joint Honours) in Economics, Politics, Theology - University of Glasgow
  • Advanced Wealth Management (Level 4) - Chartered Institute of Securities and Investment (CISI)
  • Chartered Insurance Institute member
  • Malaysia Insurance Institute member
  • Diploma in Regulated Financial Planning | Chartered Insurance Institute, U.K.
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Christopher Crowe, Director Melbourne Capital Group

Reuben van Dijk

Director

Reuben began his career in financial services with a range of commercial banking and consulting roles in the Asia-Pacific region, before moving into institutional derivative sales. He held roles in AML/CTF investigation at Westpac Banking Corporation (Australia), Tax Accounting at Deloitte Touche Tohmatsu (Australia) and a range of roles in developed derivatives markets (Australia, Malaysia, United Kingdom). His expertise lies in prime brokerage, corporate structuring, specialised derivatives and complex wealth structures.

“I’m passionate about purpose driven innovation, an entrepreneurial mindset and market transformation delivering superior customer service and value."

Education

  • Associate Degree (Accounting) - University of Tasmania
  • Diploma in Financial Services - General Financial Advice, Foreign Exchange, and Derivatives
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Reuben Van Dijk, Director Melbourne Capital Group

Mark Owens

Head of Private Wealth

Mark has a wealth of experience in financial services, with roles at Hartford Life (UK), MetLife (UK), Zurich (UK) and AXA Europe and Utmost Worldwide (Singapore). He specialises in high-net-worth estate planning.

“I believe in driving a performance-led, outcome-orientated culture throughout the business to ensure we’re consistently meeting and exceeding our clients’ needs."

Education

  • BA (Hons) Public Relations | Leeds Metropolitan University
  • Diploma in Regulated Financial Planning | Chartered Insurance Institute, U.K.
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Mark Owens, Head of Private Wealth Melbourne Capital Group, Kuala Lumpur

Our values

Jake Mowson & Michael Garcia Melbourne Capital Group having discussion.

We are proudly independent.

As a wholly independent and privately owned company, we are not tethered or restricted to offering niche financial solutions. We are free to explore the market in its entirety to seek the very best opportunities for you.

Farah Hashim & Melissa Lau Melbourne Capital Group having discussion

We are responsible.

Our strategies look to the long-term as we seek to grow your wealth responsibly and sustainably, adequately diversifying your portfolio and structuring it in secure jurisdictions.

ESG criteria wind turbine green energy

We have a philanthropic outlook.

We actively look for opportunities that make a difference, building ESG criteria as standard into our wealth management strategies.

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Award winning

Award Winning International Adviser - MalaysiaAward Winning International Adviser - MalaysiaAward Winning International Adviser - Malaysia

Our international expertise

Holding assets across jurisdictions is a good way to both diversify your portfolio and add value, but there are inherent tax and legal complexities that arise when you do so.

If you hold assets internationally, are an expat, digital nomad or travel frequently for work, we can develop and deliver an end-to-end wealth management strategy to help grow and protect your wealth, while navigating domestic tax obligations and avoiding legal pitfalls.

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Our philanthropic outlook

We believe wealth should be used as a tool to bring about positive change. As such, we integrate ESG criteria and risk considerations into our financial strategies as a standard practice and proactively seek investment opportunities that make a difference.

Aware that real change requires collaboration between all stakeholders, we seek to build partnerships and foster relationships between NGOs, government and the wider financial community.

We also support various charities and community initiatives by donating, volunteering, fundraising and hosting events.

Learn more our community and charity work

Compliance

Licences

Melbourne Capital Group Advisory (ABN 73 145 207 530) holds an Australian Financial Services licence number 382724 which permits it to conduct financial services business in Australia.

Melbourne Capital Group Sdn Bhd (Formerly known as Blueprint Planning Sdn Bhd) is licensed by Securities Commission Malaysia. Licence No. CMSL/A0254/2009. 

Melbourne Capital Group Ltd is authorised and regulated by the Labuan Financial Services Authority (LFSA) as an Insurance Broker with Licence Number BS2021140.

Intitutional Services Malaysia