Grimsey Wealth Pty Ltd
Established in 1983, Grimsey is an integrated accounting and financial services practice for medical and dental practitioners and pharmacists. We assess your current financial situation through: • Income and cash flow budgeting • Statement of assets and liabilities • Assessing your personal risk tolerance considering your input and preferences • Considering other issues that relate to your financial situation and lifestyle We work with you to set medium and long term financial goals and from here, we implement plans and strategies to reach your targets.
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Verified contacts
53
available on Kipplo
LinkedIn employees
65
51 to 200 range
Open roles
—
no listings
Distinct roles
37
indexed titles
Tech stack
3
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
53 contacts with verified email or phone · masked until revealed.
- AU
Adam Underwood
Compliance Manager · Finance & Accounting
EmailPhone - AJ
Alex Jackson
Financial Advisor · Finance & Accounting
EmailPhone - BR
Bina Ring
Lending Advisor · Finance & Accounting
EmailPhone - AM
Andrew Mercuri
Director · General Business & Management
EmailPhone - DS
Daniel Stefanetti
Director & Partner · General Business & Management
EmailPhone - KS
Katharine Suchanek
Associate Director - Grimsey Group · General Business & Management
EmailPhone - MK
Montgomery Kirsz
Director · General Business & Management
EmailPhone - SG
Stuart Grimsey
Associate Director · General Business & Management
EmailPhone - AM
Adam Muftar
Senior Tax Adviser · Finance & Accounting
EmailPhone
Showing 9 of 53 verified contacts
Top roles at Grimsey Wealth Pty Ltd
37 distinct titles indexed · top 10 shown.
- 4senior adviser
- 3executive assistant
- 3senior advisor, tax & accounting
- 2accountant
- 2director
- 2director, grimsey wealth
- 2financial adviser
- 2financial advisor
- 2provisional financial adviser
- 2senior financial advisor
- +27more titles
Sign up to unlock all 53 contacts at Grimsey Wealth Pty Ltd
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Sign up to reveal 53 verified contacts at Grimsey Wealth Pty Ltd
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