 Dion Guagliardo Managing Partner, Fortress Family Office Dion has over 20 years of experience managing investment portfolios for high net worth families and individuals. Dion started Fortress in 2007 and has operated under its own AFSL since 2014. He has an MBA from the University of Western Australia and held senior roles with listed and private financial services groups. He has previously worked at Bell Potter and is the former head of financial planning at Wilson Investment Group.
DION GUAGLIARDO | FRIDAY, 15 JUL 2022 The way I see this bear market playing out is in 3 phases. The good news is we've already been through the first phase. Read more DION GUAGLIARDO | FRIDAY, 18 FEB 2022 For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already shaping up as a more difficult year for investors with the All-Ordinaries index down over 6%, the ... Read more PAGE: 1 |
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Cover Story
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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