Jono Gourlay

Partner - Head Of Wealth at Mutual Trust Pty Ltd

Jono Gourlay is currently a Partner and the Head of Wealth as well as the Head of Investment Advisory at Mutual Trust Pty Ltd. Prior to joining Mutual Trust Pty Ltd, Jono worked at Credit Suisse as a Relationship Manager and Investment Consultant in the Private Bank division. Jono also has experience working as an Investment Consultant in Sales & Marketing at Kardinia Capital, and as a Wealth Management - Managed Accounts Consultant at First Samuel Limited. Jono's background includes roles as a Product Specialist, Key Accounts Manager, and Investment Analyst in Australian Equities. Jono holds a Masters of Applied Finance from Kaplan Professional and a B.A.(Hons) in Economics and History from the University of Melbourne.

Location

Melbourne, Australia

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Mutual Trust Pty Ltd

Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. We build purposeful, long-term relationships with our clients to help preserve their wealth for future generations and their communities. Building and sustaining significant family wealth and values does not just happen. It takes careful planning and deep engagement across generations. We work with our clients to establish a clear vision, shared passion and definition for the purpose of their wealth. With this focus and alignment, we help to protect and grow wealth for generations to come. Initially founded in 1921 by William Lawrence Baillieu (W.L. Baillieu) and his four brothers as a vehicle to provide accounting and trustee services for the Baillieu family, Mutual Trust has grown and evolved over the years to meet the needs of a changing world. In 2017, following the union of Mutual Trust and The Myer Family Company Limited (MFCo), Australia’s largest multi-family office was formed. We are a purpose-led organisation. Our Purpose is to help families achieve what matters most. We pride ourselves on: - Caring for our families, our people and communities, not just their finances - Delivering what they require under one roof - Providing pre-eminent independent advice - Enabling our families to have a positive impact on society We do this with people who are excellent, heartfelt, inspiring and principled. In doing so, we will be the exceptional Multi-Family Office. Mutual Trust has 200 employees and four offices nationally and is the trusted partner to many of Australia’s wealthiest families and individuals.


Employees

51-200

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