Pekada
The gravitational pull of a like-minded vision drew us together at our former roles in a large banking group. We began to experience the downside of scale, and an ability to be agile enough to deliver on clients changing needs. Our firms legacy begins in Eltham with Ward Financial Group, a specialist SMSF Financial Planning business which was widely recognised as a premier practice in Australia winning several awards including IFA 2007 National Financial Planning Practice of the Year. In 2013 we combined our collective private practices with Ward, and Pekada was formed. Pekada is a specialist financial planning business which brings together our scale, collective experience, passions and strengths - providing us the ability to deliver a personalised service to individuals, families, and business owners. We aim to set a new benchmark in providing increased comfort, security and ease of doing business with. The Pekada difference is that we want what you want.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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Distinct roles
6
indexed titles
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Monthly traffic
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- PP
Pete Pennicott
Principal Adviser · General Business & Management
EmailPhone - ML
Mardy Lim
Client Services Manager · Customer/Client Service
EmailPhone - KD
Kirsty Davie
Accounts · Finance & Accounting
EmailPhone - ZM
Zac Masters
Financial Planner · Finance & Accounting
EmailPhone - RK
Rhiannon Kanoniuk
Founder Managing Director · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Pekada
6 distinct titles indexed · top 6 shown.
- 1accounts
- 1client services manager
- 1financial planner
- 1founder managing director
- 1portfolio manager
- 1principal adviser
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