Akambo
We strengthen advice models, we don’t reinvent them. Akambo partners with advice firms across Australia to deliver institutional-grade managed accounts and pragmatic asset consulting that lift governance, simplify operations and scale with your practice. Why us • $5bn+ in funds under management • 15+ years’ experience in managed accounts; 260+ years’ collective investment expertise • Built to integrate with your platforms and processes What we deliver • Custom and core managed accounts aligned to your investment philosophy, client segments and platform preferences • Portfolio construction, research, risk oversight and investment committee inputs • Execution-ready onboarding, reporting and an operating framework that reduces admin and improves oversight • Ongoing adviser enablement: client-ready communications and education • Rooted in financial advice, we design portfolios that reflect how advisers actually work – supporting better, more consistent client outcomes. Let’s talk about managed accounts or asset consulting that help you grow with control.
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Verified contacts
34
available on Kipplo
LinkedIn employees
36
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
1
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
34 contacts with verified email or phone · masked until revealed.
- AD
Anna Didier
Finance Director--Akambo Financial Group · Other
EmailPhone - NR
Nickolas Reissis
Practice Development Manager Licensing · Other
EmailPhone - AJ
Aaron James
Paraplanning Team Leader · Finance & Accounting
EmailPhone - AW
Aaron Walshe
Private Wealth Manager · Finance & Accounting
EmailPhone - BC
Ben Casley
Investment Manager · Finance & Accounting
EmailPhone - BM
Ben Moyle
Portfolio Services Manager · Finance & Accounting
EmailPhone - DB
Daniel Basic
Manager - Portfolio Risk and Operations · Other
EmailPhone - DF
Daniel Farag
Client Services Manager · Customer/Client Service
EmailPhone - DH
David Howell
Private Wealth Manager · Finance & Accounting
EmailPhone
Showing 9 of 34 verified contacts
Top roles at Akambo
22 distinct titles indexed · top 10 shown.
- 4investment manager
- 4portfolio services manager
- 3private wealth manager
- 2associate adviser
- 2head of adviser services - licensing
- 2managing director
- 2practice development manager licensing
- 1client services manager
- 1compliance and licensee support
- 1compliance coordinator
- +12more titles
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