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Constantine Maglis

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Certified

Con Maglis is a highly regarded Senior Private Wealth Adviser and Investment Adviser with extensive experience advising not-for-profit organisations, C-suite executives, and ultra-high net worth families. With a deep understanding of the complexities of significant wealth management, Con delivers tailored investment strategies and strategic financial guidance to help clients achieve their long-term objectives. Since 2010, Con has been a trusted adviser, offering insights that support financial security and growth. Passionate about purpose driven investing, he collaborates with philanthropists and charities to maximise their impact. Recognised as one of Barron’s Top 150 Advisers in 2024, Con specialises in bespoke wealth management solutions. He leverages his expertise for clients across investment management and portfolio construction, while also focusing on Investment Policy Statements, not-for-profits and private ancillary funds (PAFs).

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Services offered

  • - Asset allocation - Financial advice - Investment strategies - Retirement planning - Superannuation & SMSF

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.