Phone:
(03) 9188 2254(03) 9188 2254
The HFP Group at Morgan Stanley
Direct:
(03) 9188 2254(03) 9188 2254
Our Mission Statement
Our mission is to help clients safeguard, grow and easily manage their financial success over the decades and the generations.
THE HFP GROUP AT MORGAN STANLEY
The HFP Group brings together extensive investment experience, values of trust and integrity, intellectual capital, and personalised service to help clients navigate global and local investment markets, allowing them to have confidence in the safety and direction of their hard-earned capital.
Hamish Head, Doug Ferguson and Adrian Pizzingrilli, along with their Associates, Harriet Garmonsway and Vanessa Nguyen, work together to deliver Morgan Stanley's global resources and capabilities to help you grow and protect your wealth.
Working together for the past 12 years, we have developed complimentary skills sets and experiences, and hold a shared set of values built on doing the right thing for clients.
As a team, we have three advisers that each share responsibility for servicing clients, while also bringing on new clients. Hamish has deep knowledge, connectivity and experience across capital markets, the firm and industry and in the Not for Profit sector. He also has a strong focus on strategic asset allocation and finding the right investment solutions to suit each client. Doug has a strong understanding of macroeconomic drivers behind markets. Adrian is expert in tactical implementation, structured products and execution.
Our clients are either successful executives or business owners who are running their business or have exited a business via trade sale, IPO or Private Equity who are not looking to take large risks as they wish to protect their capital and grow it well ahead of inflation. We are also proud to have a high number of Australian Not-for-Profit organisations and foundations as clients. We offer them a full end-to-end investment service, beginning with goals, risk and cash-flow analysis and an understanding what they want reflected in their investment strategy. We take these aims through to portfolio construction, investment selection, implementation and ongoing monitoring and adjusting to suit the market outlook and any changes in their circumstances. We are proud of our values:
- Do the right thing and put clients first
- Lead with exceptional ideas
- Think like owners –be accountable to our clients and each other
- Integrity – operating with the highest standards.
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
The HFP Group at Morgan Stanley
Our clients look to us as their safe harbour for managing their hard-earned capital. This includes investing, advice and insight across a range of areas, markets and opportunities.
We work with clients to understand their level of market experience and knowledge, liquidity needs, annual cash flow requirements and time horizon for investing for them and future generations.
We then construct a portfolio to match their requirements and deploy capital across the globe in a careful manner, that takes into account the current and forecast market conditions across various asset classes.
Our team then actively monitors portfolios, reporting back to clients on a regular basis and making adjustments as necessary.
It is a continual cycle that means our job is never done.
We work with clients to understand their level of market experience and knowledge, liquidity needs, annual cash flow requirements and time horizon for investing for them and future generations.
We then construct a portfolio to match their requirements and deploy capital across the globe in a careful manner, that takes into account the current and forecast market conditions across various asset classes.
Our team then actively monitors portfolios, reporting back to clients on a regular basis and making adjustments as necessary.
It is a continual cycle that means our job is never done.
Truly Personal Service
We understand the importance of building a relationship that reflects your personal needs, preferences and aspirations. Our team strives to deliver results that meet your goals by utilising Morgan Stanley’s resources in a way that helps you achieve your investment objectives.
Confidence that comes from experience
In an environment of constant change, demonstrated strength and stability are valuable assets. Morgan Stanley globally has successfully navigated more than 80 years of market cycles, continually gaining new experience, perspective and confidence.
Global Resource
Whatever your financial goals are, and however you prefer to pursue them, our team and Morgan Stanley offers you flexibility, capability and insight to help you achieve them. You can benefit from access to the strategic and tactical views of our seasoned and respected investment professionals.
Clarity through simplicity
We simplify financial complexity to help you achieve clarity and control. Our team will work through the complexity of your personal circumstances and the abundance of investment opportunities available to you and provide you with financial advice that is simple, clear and targeted to your individual circumstances. Simplicity is empowering and inspires confidence.
Success built on shared values
We are committed to maintaining the principles that have placed Morgan Stanley at the forefront of financial markets since 1935. We will help you align your investment strategy with the values that have shaped your life and constitute the core of your legacy.
Not-for-profit advice
The HFP Group is experienced in advising and managing assets for the not-for-profit sector. The team helps boards and investment committees formulate and update Investment Policy Statements, understand and apply sustainable investment via value alignment, ESG, thematic exposure and/or impact investing, and other financial and risk budgeting and forecasting.
Learn moreOur Services
Planning for the Sale of a Business
We can introduce clients to our own Investment Bank or one of referral partners in the business broking space. Early engagement with us ensures a smooth transition from business owner to a large pool of liquid capital.
Investment Advice
We cover a broad range of asset classes; ranging from AUD and USD cash management, to sophisticated hedges funds and private equity.
Investment Implementation
Implementing client portfolios across major global investment markets.
Research and Insights
Access to our experienced and awarded research analysts and industry experts
Credit and Margin Facilities
Using Morgan Stanley’s global balance sheet, we are able to provide clients with flexible investment lending solutions, at competitive interest rates, for use within portfolios or for external investment purposes.
Dedicated Not-for-Profit Advice
Doug and Hamish each 20+ years delivering investment management to assist NFP organisations to achieve their mission.
Bespoke Investment Solutions
We tailor each investment portfolio to meet investors’ specific needs.
Location
101 Collins Street
Level 43
Melbourne, VIC 3000
AU
Direct:
(03) 9188 2254(03) 9188 2254
Meet The HFP Group at Morgan Stanley
Phone:
(03) 9188 2206(03) 9188 2206
Phone:
(03) 9188 2305(03) 9188 2305
Vanessa Nguyen
Client Service Associate
Phone:
03918820060391882006
Harriet Garmonsway
Client Service Associate
Phone:
03918824420391882442
About Hamish Head
Hamish joined Morgan Stanley in 2011 and has worked across the Wealth Management, Investment Banking, and Institutional Equities businesses. After leading Morgan Stanley’s wealth management business in Victoria as State Manager, Hamish decided to focus his efforts where his passions lie – with clients and markets. As a founding member of The HFP Group, Hamish draws on Morgan Stanley’s vast global capabilities and resources to help deliver tailored solutions for clients. Within The HFP team, he devises and manages investment solutions and strategies for clients, including both high-net-worth individuals and not-for-profit organisations. Hamish has more than 18 years’ industry experience. Prior to joining Morgan Stanley, Hamish was an Investment Consultant and Associate Director with Macquarie Bank, where he was responsible for $450 million of client assets.
Bachelor of Commerce (Finance and E-Commerce), Bachelor of Arts (Psychology), and Masters of Applied Finance (Wealth Management and Investment Management). He has been Member of the Wealth Management Executive Committee, Chaired the Wealth Management Capital Market Committee, Founding Co-Chair of the MS Family Network and Member of the Firm’s Philanthropy Committee.
Bachelor of Commerce (Finance and E-Commerce), Bachelor of Arts (Psychology), and Masters of Applied Finance (Wealth Management and Investment Management). He has been Member of the Wealth Management Executive Committee, Chaired the Wealth Management Capital Market Committee, Founding Co-Chair of the MS Family Network and Member of the Firm’s Philanthropy Committee.
About Doug Ferguson
Doug joined Morgan Stanley Wealth Management in 2010, Doug and has worked with Hamish and Adrian since 2011 and 2012 respectively . Doug brings an analytical approach to portfolio construction with Morgan Stanley’s global research capabilities to align investment outcomes to client priorities. Doug started in the finance industry over 30 years ago. After beginning his career at Potter Partners (which later became part of UBS) in private client stockbroking, Doug moved to the institutional side of the business dealing with domestic fund managers and industry super funds. After six years working in New York, Doug returned to Australia in 2000 to the wealth management business. His focus remains on servicing high net worth families and not-for-profit organisations across all asset classes. Doug has a Bachelor of Commerce degree from Melbourne University and is a Fellow of FINSIA.
About Me
Adrian joined Morgan Stanley in 2011. Prior to this Adrian was at BBY securities where he worked on an international advisory role dealing with stocks, bonds, foreign exchange and derivatives for private clients. Prior to this Adrian worked at Commonwealth Bank. At Morgan Stanley Adrian plays a key role in the portfolio construction and management. He focuses on macroeconomic fundamentals to make informed decisions on asset allocation and investment selection, helping clients achieve their investment goals. Adrian has a Bachelor of Finance and is an accredited derivatives advisor Level 2.
About Vanessa Nguyen
Vanessa joined Morgan Stanley in 2023. Alongside Harriet, Vanessa is responsible for opening new accounts, its subsequent maintenance and ensuring compliance.
She also facilitates payments and trades, liaising with clients, advisors, and various departments to enable smooth flow of information and enhanced client experience. Vanessa was previously a wealth associate at Mutual Trust, servicing private clients and indigenous trusts.
Vanessa holds a Bachelor of Commerce and Laws from Deakin University.
Vanessa is RG146 compliant in securities and managed investments.
She also facilitates payments and trades, liaising with clients, advisors, and various departments to enable smooth flow of information and enhanced client experience. Vanessa was previously a wealth associate at Mutual Trust, servicing private clients and indigenous trusts.
Vanessa holds a Bachelor of Commerce and Laws from Deakin University.
Vanessa is RG146 compliant in securities and managed investments.
About Harriet Garmonsway
Harriet joined Morgan Stanley in 2023 after relocating to Melbourne from New Zealand, where she was working as an Associate at Craigs Investment Partners, one of the largest wealth managers in NZ.
Within our team Harriet plays a client-facing role assisting with client onboarding, account maintenance, portfolio reporting, as well as facilitating fund transfers and transaction/execution support.
Harriet holds a Bachelor of Science from the University of Otago and a Certificate of Financial Advice from Massey University.
Harriet is RG146 compliant in securities and managed investments.
Within our team Harriet plays a client-facing role assisting with client onboarding, account maintenance, portfolio reporting, as well as facilitating fund transfers and transaction/execution support.
Harriet holds a Bachelor of Science from the University of Otago and a Certificate of Financial Advice from Massey University.
Harriet is RG146 compliant in securities and managed investments.
Wealth Management
Global Investment Office
Portfolio Insights
International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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Superannuation and Retirement Planning
Working with you to understand your life goals and develop a truly personalised wealth strategy.
- Superannuation accumulation
- Retirement income strategies
- Annuities
Overcoming Your Five Biggest Retirement Challenges
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Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
How to Break the Ice Around Family Finances
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General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Ready to start a conversation? Contact The HFP Group at Morgan Stanley today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.