Elizabeth Goldfinch

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Director, Mutual Trust (AUS)

Elizabeth is a Director in the Family Office Team of Mutual Trust Melbourne with over 13 year’s experience. She works closely with wealth creators and inheritors to understand their intentions and develop strategies to realise their goals across all aspects of their wealth. Prior to joining Mutual Trust in 2017, Elizabeth worked in the Private Wealth Management team at the Myer Family Company where she managed the investment portfolios of successful multi-generational families and not-for-profit organisations. She also worked at Keystone Private where she was responsible for the delivery of wealth management and family continuity services to Queensland-based families. Elizabeth holds a Bachelor of Commerce (Finance) and a Bachelor of Economics (International Trade) from the University of Queensland. She also holds a Masters degree in Financial Planning.