Priority Advisory Group
We are an advice business that provides holistic financial advice to professionals, SME business owners and families with intergenerational wealth. We have been helping clients achieve their financial goals since 1987 and specialise in helping clients with complex needs.
Our team of experienced financial advisers share a common purpose – to make a positive difference in the lives of our clients. We never provide one-size-fits-all solutions. Our financial advice focuses on the issues that are most important to our clients – issues such as wealth creation, wealth protection, tax efficiency, philanthropic giving and estate planning. By working in partnership with our clients, we identify the issues that are most important to them and then deliver objective and intelligent advice tailored to their unique circumstances. Find out more about our advice services.
We are a principal practice of Fortnum Financial Advisers, one of Australia’s fastest growing independently-owned financial networks. This allows us to deliver advice free from any outside interests. At Priority Advisory Group, our clients’ needs always come first.
Act with INTEGRITY
To be professional in all we do
To find a better way
To listen and talk straight
To be fair to all
To deliver on our promises
To be proud of all we do
At Priority Advisory Group, we take our fiduciary responsibility seriously. Our board ensures that a commitment to all stakeholder interests is taken into account both commercially and ethically.
Mr. Massimo Guiati is CEO and Portfolio Manager at AZ Investment Management, part of the AZIMUT Group, the largest independent, public-listed Asset Management Company in Italy. Massimo set-up the Hong Kong company operations in 2011 to support the management and the distribution of AZIMUT products in the Asia Pacific region.
Massimo has been the CIO of An Zhong (AZ) Investment Management Hong Kong since 2011. This is a subsidiary of the Azimut Group, and he currently advises on four funds: RMB Opportunities, RMB Opportunities Fixed Income, Dynamic Trading and Commodity Trading with funds under management of over EUR1Billion.
His 17 years of investment experience include senior roles with AZ Fund Management SA in Luxembourg and with Euromobiliare Asset Management in Italy. Prior to Euromobiliare, he was the Managing Director, US Equity Sales/Trading at Bear Stearns International in London. He previously worked at Societe Generale , London, and Amikon Investment, London.
Massimo earned his Degree in Economics at Università di Economia e Commercio di Pavia, Italy and is now the Responsible Officer in Hong Kong holding type 1, 4, and 9 SFC licenses.
Paul has over 20 years of experience in the wealth management industry. After graduating from Victoria University of Wellington, New Zealand in 1993 with a Bachelor of Commerce and Administration, majoring in Accounting and Commercial Law, Paul joined ANZ Funds management in New Zealand in 1994.
After some time spent abroad, Paul arrived in Australia in 1998 and joined Connelly Temple (Subsidiary of Royal & Sun Alliance) before joining Rothschild Australia Asset Management in 2000 and then turned his hand to Advisory network management with Fiducian Financial Services in 2003.
Paul took on the role of Head of Wealth Management for Fiducian and was responsible for the listed companies adviser network, and business development activities.
In March 2004 Paul joined the Financial Wisdom adviser network in the role of General Manager. In 2006 responsibility for the Colonial First State distribution arm was added to his role and after 7 years running the advisory and distribution businesses at Colonial, he joined ANZ Wealth management, rising to Managing Director, Global Advice & Distribution. In this role Paul was responsible for all of ANZ Wealth management’s adviser relationships, including oversight of ANZ’s licensee businesses.
A chartered accountant and qualified financial adviser with an international career behind him, Larry is innovative and vigilant in his quest for new and improved ways to deliver client objectives. He is a conscious-objector of the rigid old-world financial planning methods and norms which are rarely a perfect fit for clients. It is this unerring drive for change that demonstrates Larry’s mission to make a positive impact in people’s lives.
Having held numerous board and leadership positions with community organisations and on a professional level, Zvi has the skills and vision to help Priority Advisory Group achieve greater scale without compromising its genuinely caring character. In his role as a Director and part of the leadership team, Zvi draws on his extensive financial services experience to ensure that the firm’s client-first philosophy is put into practice daily.