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
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no listings
Distinct roles
6
indexed titles
Tech stack
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Monthly traffic
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- DW
Dane Windshuttle
Senior Financial Advisor · Finance & Accounting
EmailPhone - BM
Brock McLachlan
Trainee Adviser · Customer/Client Service
EmailPhone - MC
Michael Crew
Director · General Business & Management
EmailPhone - SL
Sam Lythgo
Director · General Business & Management
EmailPhone - BR
Brian Royes
Business Development Manager · Sales & Business Development
EmailPhone - LF
Lee Forbes
Administration Manager · Operations
EmailPhone - JM
Jonathon Murphy
Financial Advisor · Finance & Accounting
EmailPhone
Showing 7 of 7 verified contacts
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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