Atkinson Saynor Private Wealth
Transitioning from the history built at Atkinson Financial Planning, as we move into our new era of "Atkinson Saynor Private Wealth" we maintain a service that is dedicated to delivering strategic advice specifically tailored to clients individual circumstances, ensuring they achieve the best after tax results. We have developed the business to provide an enhanced, more personalised alternative to wealth management. Our clients benefit from our high-touch, private bank style service, receiving value in the process. We value and actively foster solid long-term relationships, founded on integrity and trust. Call us on (03) 9841 7755 to make an appointment today.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DS
David Saynor
Managing Director · General Business & Management
EmailPhone - SA
Steve Atkinson
Principal Financial Planner · Finance & Accounting
EmailPhone - AF
Adam Faulkner
Client Administration Assistant · Customer/Client Service
EmailPhone - AQ
Ahla Qureshi
Paraplanner · Finance & Accounting
EmailPhone - MJ
Matt Jacobs
Financial Planner · Finance & Accounting
EmailPhone - RM
Richard Merk Kiamco
Admin Assistant · General Business & Management
EmailPhone - YK
Yasin Koch
Financial Advisor · Finance & Accounting
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Atkinson Saynor Private Wealth
8 distinct titles indexed · top 8 shown.
- 1admin assistant
- 1client administration assistant
- 1client services assistant
- 1financial advisor
- 1financial planner
- 1managing director
- 1paraplanner
- 1principal financial planner
Sign up to unlock all 8 contacts at Atkinson Saynor Private Wealth
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