Affinity Private Advisors
Affinity Private Advisors specialises in holistic financial advice for busy professionals and families wishing to create genuine financial independence and intergenerational wealth. Creating clarity and efficiency in your financial affairs comes from following a robust, systematic process of analysis, strategy and execution. Affinity Private Advisors offers an initial structured advice experience that helps you to understand your aspirations and uncover the depth of opportunities to design your most effective financial system, and an ongoing advice program to allow you make the most of these opportunities. To learn more about how we help you design your efficient financial system head to our website.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JG
Jessica Genovas
Associate · Finance & Accounting
EmailPhone - RM
Rodney M. Degabriele
Principal Financial Advisor · Finance & Accounting
EmailPhone - EO
Elisha Oliver
Advice Operations and Compliance · Operations
EmailPhone - MM
Molly McGinn
Associate · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Affinity Private Advisors
4 distinct titles indexed · top 4 shown.
- 2associate
- 1advice operations and compliance
- 1associate financial advisor
- 1principal financial advisor
Sign up to unlock all 5 contacts at Affinity Private Advisors
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