 Sonia Cruz Head of Licensing, The Fold Legal (at time of writing)
SONIA CRUZ | WEDNESDAY, 12 MAY 2021 Australian Financial Services (AFS) licensees holding client money are on ASIC's radar, with a particular focus on intermediaries demonstrating high financial risk or stress. This follows two recent cases where AFS licensees faced criminal prosecution ... Read more PAGE: 1 |
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Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.
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