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VerifiedFinancial Services· Founded 2016

Cardena Private Wealth

Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place. The team at Cardena help successful people make the most of their wealth. We build a research-driven, personalised wealth management strategy for each client, based on a detailed understanding of their specific situation and wealth accumulation aspirations. Our team has passion for insights and innovation, and everything we do is underpinned by deep empathy and a client partnership focus. At Cardena Private Wealth, we’re not just another wealth manager or financial planner. Our brand essence is mastery. We are passionate about delivering brilliant, best-inclass outcomes for our clients. We are driven by a strong sense of integrity with purpose and the need to innovate to create the best possible solution for our clients. Our advisers draw on a wide variety of skills from their professional backgrounds and qualifications in accounting, law and wealth management. As a client of Cardena, you benefit from the depth of specialist expertise across the entire team. Our advisers use their expertise to explore possibilities and deliver you with a wealth management roadmap underpinned by market-leading insights and knowledge.

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HeadquartersSydney, AustraliaEmployees10(11 to 50)Founded year2016Websitecardena.com.auLinkedIn profileLinkedIn

Verified contacts

8

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LinkedIn employees

10

11 to 50 range

Open roles

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Distinct roles

5

indexed titles

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Top roles at Cardena Private Wealth

5 distinct titles indexed · top 5 shown.

  • 3financial adviser
  • 2director
  • 1client services manager
  • 1client services officer
  • 1managing director

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