Visis Private Wealth
VISIS Private Wealth is one of Australia’s leading privately owned and independent wealth management firms. We partner with clients to build tailored financial strategies that reflect their unique goals, values and needs. Being fully independent means our advice is 100% client-focused — free from product conflicts and aligned only with your best interests. Our comprehensive service offering includes: Financial Advice Investment Management Superannuation & Self-Managed Super Funds (SMSFs) Private Family Office Services Insurance & Risk Management Estate & Succession Planning Loan & Debt Solutions Accounting & Tax Services With this full-service approach, every aspect of your financial life is managed efficiently, securely and with the highest standard of care. At VISIS, we pride ourselves on straight-talking, personalised advice. We simplify complexity and empower you to make informed decisions — helping you protect and grow your wealth now and into the future. Let’s talk — contact us to explore how we can support your financial journey.
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Verified contacts
33
available on Kipplo
LinkedIn employees
41
11 to 50 range
Open roles
—
no listings
Distinct roles
21
indexed titles
Tech stack
0
tools in use
Monthly traffic
10
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- SG
Scott Gynther
Senior Private Client Adviser · Finance & Accounting
EmailPhone - PT
Paul Travis
Financial Advisor · Finance & Accounting
EmailPhone - CS
Chris Smith
Founding Partner · General Business & Management
EmailPhone - AC
Adam Callinan
Senior Private Client Adviser · Finance & Accounting
EmailPhone - DC
Denise Croy
Private Client Adviser · Finance & Accounting
EmailPhone - PT
Peter Tanner
Practice Manager · General Business & Management
EmailPhone - AG
Ashley Garner
Receptionist · Customer/Client Service
EmailPhone - BT
Bobby Tran
Associate Financial Planner · Finance & Accounting
EmailPhone - CJ
Chris Jimenez
Associate Adviser · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Visis Private Wealth
21 distinct titles indexed · top 10 shown.
- 3client services officer
- 3junior associate financial adviser
- 3partner
- 2financial advisor
- 2practice manager
- 2private client adviser
- 2senior private client adviser
- 1accountant - business services taxation smsf
- 1accoutant
- 1advisor assistant
- +11more titles
Sign up to unlock all 33 contacts at Visis Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 33 verified contacts at Visis Private Wealth
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