Mutual Trust Pty Ltd
Paul Zielke is currently a Partner, Director, and Senior Manager at Mutual Trust Pty Ltd since December 2017. Prior to this, Paul served as Treasurer at Arnolds Creek Primary School starting in January 2015. Paul also held the role of Superannuation Manager at Matthews Steer Accountants & Advisors from April 2011 to December 2017. Additionally, Paul worked as a Senior Accountant at Kearney Group from July 2007 to April 2011 and as an Accountant at BTC Browne Tomsic & Co from 2003 to 2007. Paul holds a Diploma of Financial Planning from Kaplan Professional, a Bachelor of Business in Accounting from Victoria University, and completed their VCE at Brentwood Secondary College.
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.