Crystal Wealth Partners Ltd
Crystal Wealth Partners' primary focus is the provision of financial advice, investment management and personal client services. We are a boutique, Australian based business that provides a range of authorised financial services under the Corporations Act 2001. We are privately owned and proudly so. Our clients look to us for trusted, personalised wealth management and financial well being advice at all life stages. If you’re seeking expert financial planners who specialise in superannuation, tax structures and retirement, get in touch with our team. Our team of professionals offer a wealth of expertise earned through boutique and large financial institutions, consultancy practices, industry policy work and technical representation to Government. Everyone at Crystal Wealth Partners is committed to building an effective working relationship with our clients.
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Verified contacts
16
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- TW
Tim Wedd
Executive Director · General Business & Management
EmailPhone - VK
Veronika Kardasova
Head of Business Operations · Operations
EmailPhone - LF
Lisa Fowler
Adviser Solutions Manager · General Business & Management
EmailPhone - LD
Lisa de Franck
Advice and Investment Manager · Finance & Accounting
EmailPhone - TE
Tyler E.
Portfolio Manager · Finance & Accounting
EmailPhone - JC
John Coombe
Senior Financial Adviser · Finance & Accounting
EmailPhone - KV
Keith Verner
Senior Research Consultant · Research & Development
EmailPhone - KV
Keith Verner
Snr Financial Adviser · Other
EmailPhone - LG
Lilly Gardyne
Cafe Worker · Customer/Client Service
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Crystal Wealth Partners Ltd
12 distinct titles indexed · top 10 shown.
- 4senior research consultant
- 2financial planning
- 1advice and investment manager
- 1adviser solutions manager
- 1cafe worker
- 1custody and execution
- 1director
- 1executive director
- 1head of business operations
- 1portfolio manager
- +2more titles
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