Simone James

Personal and Practice Administration Assistant at Mutual Trust Pty Ltd - Melbourne, Victoria, AU

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Mutual Trust Pty Ltd
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Mutual Trust Pty Ltd logo, Mutual Trust Pty Ltd contact details

Mutual Trust Pty Ltd

Melbourne, Victoria, AU • 250 - 499 Employees
Financial Services

Mutual Trust's purpose is to help families achieve what matters most.Mutual Trust was formed in the 1930s to manage the affairs of the Baillieu family and in 2017 expanded to include the Myer families. Today, Mutual Trust has evolved to service many of Australia's wealthiest families and individuals. In 2019, Mutual Trust is Australia's largest multi-family office with 200 employees and four offices nationally. Mutual Trust is a multi-disciplinary and privately owned financial services firm with experts in family office, wealth management, business succession, trustee, banking services, investments, property, philanthropy, tax and accounting. Mutual Trust embodies a tradition of entrepreneurial spirit and commercial success with a family ethos that permeates everything they do. The team at Mutual Trust pride themselves on being the exceptional multi-family office by:Caring for our families, our people and communities, not just their financesDelivering what they require under one roof Providing pre-eminent independent adviceEnabling our families to have a positive impact on society

Wealth Management Tax Accounting & Superannuation Strategic Tax Consulting M&A Transaction Services Family Office Services Trustee & Estate Services Philanthropic Services Real Asset Consulting Agribusiness Accounting & Superannuation M&A Transaction Services Trustee & Estate Services Succession Business Consulting family succession Accounting & Superannuation M&A Transaction Services Trustee & Estate Services
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Simone James currently works for Mutual Trust Pty Ltd.
Simone James's role at Mutual Trust Pty Ltd is Personal and Practice Administration Assistant.
Simone James's email address is ***@mutualtrust.com.au. To view Simone James's full email address, please signup to ConnectPlex.
Simone James works in the Financial Services industry.
Simone James's colleagues at Mutual Trust Pty Ltd are Heather Michaluk, Lisa Green, Philippa Marshall, Chau Le, Angus Twopeny, David Crawford, Angus Mann and others.
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