Dylan Navra Managing Director, Asia, Praemium Limited (at time of writing) Dylan Navra is Praemium Asia's managing director and also heads its financial advice software arm. He has over 12 years' experience in the financial services industry, including several years as a financial adviser.
DYLAN NAVRA | FRIDAY, 14 FEB 2020 Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it. To do this manually for every individual client is an administrative headache ... 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.