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.


Professional Services

Mutual Trust Pty Ltd

Mutual Trust Pty Ltd's headquarters in Melbourne, Australia

Phil Harkness

Philippa Marshall

Angela Rutherford

Brooke Calder

Jason Smith

Michael Downes

Bruce Budd

Hemant Govan

Adele Piperno

Jono Gourlay

Paul Zielke

Tracy Conlan

Julian Butler

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People (44)

Phil Harkness

Nicola Davis

Peter Yates

Rachael Morgan

Julian Butler

Philippa Marshall

Tracy Conlan

Stewart Gault

Andrea Blaney

Fabian Biondo

Janette Mavridis

Kate Farmer

Nicole Hutchinson

Rachel English

Alice Walter

Sonia Gorgievska

Paul Collins

Angela Rutherford

Brooke Calder

Bruce Budd

Carrie Edwards

Divya Shah

Jennifer Cranna

Jono Gourlay

Michael Downes

Paul Zielke

Douglas Tan

Jessica Davenport

Hemant Govan

Simone Rouse

Jason Smith

Alyssa Ruthven

Colin Stenhouse

Fred Nigro

James Anthony

Brad Tang

George Psarrakos

Stephanie Camilleri

Amanda Anderson

Riley O'Shea

Tobias Martin

Megan B.

Kane Bennett

Josh Davis Cfp®

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