Arrow Private Wealth
We are a Melbourne based specialist advisory firm to select private families, business owners and professionals. Its clients bring established wealth, personal complexity, high expectations and care enough to take action. Arrow's vision is to be significant and relevant to it’s clients and families for the next 50 years. With 39 years of history, we have been grounded by three key values- Honesty, truth, and clarity - Family stewardship and long-term relationships - Excellence and expertise in all they do Our conversation focuses on the concepts of liquidity, longevity, and legacy. Our clients make confident decisions, create momentum and broaden their professional connections. With our guidance and advice, clients achieve positive financial performance and feel the peace of mind required to create, live and leave their legacy.
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JS
Judy Schmidt
Director and Private Client Adviser · Other
EmailPhone - MO
Mark Oleary
Director of Business Development · Sales & Business Development
EmailPhone - RS
Ryan Synnot
Head of Investment Management · Finance & Accounting
EmailPhone - KL
Kreston Leggett
Private Client Adviser · Finance & Accounting
EmailPhone - RR
Rod Runco
Private Client Adviser · Finance & Accounting
EmailPhone - SL
Simon Lewis
Private Client Adviser · Finance & Accounting
EmailPhone - TD
Tiffany Duncan
Client Services Officer · Customer/Client Service
EmailPhone - DG
David Green
Advice Manager Financial Adviser · Other
EmailPhone - PL
Peter Leggett
Executive Chairman & Chief Investment Officer at Arrow Private Wealth · Other
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Arrow Private Wealth
9 distinct titles indexed · top 9 shown.
- 3private client adviser
- 1admin client service
- 1advice manager financial adviser
- 1chief operating officer
- 1client services officer
- 1director and private client adviser
- 1director of business development
- 1executive chairman & chief investment officer at arrow private wealth
- 1head of investment management
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