Entrust Wealth Management
Entrust was established in 2002; some twenty years ago. In 2015 Entrust was acquired by the ASX listed Euroz Hartleys Group Limited (ASX:EZL); a twenty two year old diversified financial services company based in Perth. At Entrust, we have a genuine ambition to see Western Australians succeed in business and in life, no matter what stage of life this may be. It is not all about the finances as we find that the “what matters most” insights from our clients are integral in the formation of a relationship and where our role is positioned. Our clients comprise of professionals across a wide range of industries, business owners, self-managed superannuation funds and large multi-generational families. Entrust also has strong relationships with the not-for-profit, charitable and education sectors who utilise our expertise to help with their organisation’s growth and endeavours. The consistent theme with our clients is that they seek a relationship with an experienced and professional partner that they can rely on over the long term to navigate challenges and opportunities as they present. Entrust provides this support by developing the right strategies and framework, that identify with the clients vision of the future and inherent values, and that maintain and protect their existing hard-earned assets and savings – knowing full well that these are the basis for optionality and lifestyle going forward. We hope you find our website informative and if you have any questions or queries please do not hesitate to contact us.
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Verified contacts
11
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
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Distinct roles
10
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Monthly traffic
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- KR
Katrina Ryan
Private Wealth Adviser · Finance & Accounting
EmailPhone - AF
Andrew Fry
Director · General Business & Management
EmailPhone - MR
Matthew Reece
Financial Adviser & Associate Director · Other
EmailPhone - MV
Michael Vrankovich
Associate Director & Private Wealth Adviser · Finance & Accounting
EmailPhone - PG
Phil George
Director and Senior Investment Advisor · Other
EmailPhone - DM
Duncan MacKintosh
Private Wealth Advisor · Finance & Accounting
EmailPhone - DE
Diane Erceg
Portfolio Administrator · Operations
EmailPhone - MW
Melissa Ward
Portfolio Administrator · Operations
EmailPhone - TW
Tanya White
Client Service Administrator · Customer/Client Service
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Entrust Wealth Management
10 distinct titles indexed · top 10 shown.
- 2portfolio administrator
- 1associate director & private wealth adviser
- 1chairman, investment committee
- 1client service administrator
- 1director
- 1director and senior investment advisor
- 1financial adviser & associate director
- 1portfolio operations
- 1private wealth adviser
- 1private wealth advisor
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