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Lythgo Crew Wealth Management

Lythgo Crew Wealth Management is a financial advisory firm focused on providing clients with: Holistic Financial Planning advice incorporating Investments, Superannuation and Retirement strategies, Life Insurance and Wealth Protection. Where appropriate, Financial Advice and Execution services in regard to Global Shares, Exchange Traded Funds (ETF) and Standard Margin Lending Facilities Platform Trading Services Where clients meet Wholesale or Sophisticated Investor status we provide advice for Individually Managed Accounts, a trading service whereby clients can take advantage of our extremely experienced investment team. The client will enter an investment management agreement with an associated trading mandate that fits their particular risk profile and objectives. Lythgo Crew Wealth Management is a financial advisory firm Lythgo Crew Wealth Management is strictly non custodial in nature and, as such, no client funds are held within Lythgo Crew Wealth Management. Client funds are held at large multi-national industry proven product providers in individually designated segregated accounts.

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Verified contacts

7

available on Kipplo

LinkedIn employees

10

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

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Monthly traffic

organic / mo

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Top roles at Lythgo Crew Wealth Management

6 distinct titles indexed · top 6 shown.

  • 2director
  • 1administration manager
  • 1business development manager
  • 1financial advisor
  • 1senior financial advisor
  • 1trainee adviser

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