Jono has over 20 years’ experience in private wealth management, advising individuals, families and charitable organisations on strategic asset allocation, portfolio management, risk and investment policy. Prior to joining Mutual Trust, Jono was a Relationship Manager with Credit Suisse Private Bank where he provided quality advice and a high level of service to deliver superior investment outcomes for his clients. Previously, Jono was a Product Specialist with First Samuel Wealth Management and Bennelong Kardinia Absolute Return Fund and spent six years as a Research Analyst at Austock Asset Management.
Jono leads a high calibre investment advisory team that partner closely with clients to understand their specific circumstances, investment needs and risk tolerance. Working with taxation, accounting and superannuation professionals, the focus is to protect clients’ wealth and optimise ‘after tax’ returns.