Wilsons Advisory
Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales. We are domestically and globally connected, hand-picking partnerships that expand and evolve the calibre of opportunities for our clients and that ensure we attract the most accomplished people in the market to deliver these solutions. We work collaboratively, drawing on our collective strengths to exceed our clients’ expectations. Our culture and investment capability is built on deep relationships with both our clients and industry-leading organisations. These strategic alliances enable us to access the most effective solutions across: • The technology which underpins our execution, administration and business management. • Research across domestic, global and multi asset class inputs to drive client outcomes. • Operational connectivity for balance sheet strength, clearing and settlement. Since 2015, Craigs Investment Partners has been our business partner. At Wilsons Advisory, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.
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Verified contacts
162
available on Kipplo
LinkedIn employees
189
51 to 200 range
Open roles
—
no listings
Distinct roles
103
indexed titles
Tech stack
1
tools in use
Monthly traffic
41
organic / mo
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Decision-makers and verified team members
162 contacts with verified email or phone · masked until revealed.
- JT
Jeanné Truijens
Head of Corporate Access · General Business & Management
EmailPhone - DM
Donna McWilliam
Private Wealth Advisory · Finance & Accounting
EmailPhone - JA
Jayani Ariyathilake
Senior Financial Accountant · Finance & Accounting
EmailPhone - SK
Sam Kluge
Investment Analyst - Asset Allocation & Manager Selection · Finance & Accounting
EmailPhone - WK
William Kha
Quality of Advice Manager · Finance & Accounting
EmailPhone - AS
Ashleigh Symes
Financial Adviser · Finance & Accounting
EmailPhone - KT
Kirsten Tydings
Team Assistant · Operations
EmailPhone - BW
Ben Wilson
Senior Analyst - Consumer Industrials · Other
EmailPhone - BG
Byron Gordon
Head of Debt Advisory · Finance & Accounting
EmailPhone
Showing 9 of 162 verified contacts
Top roles at Wilsons Advisory
103 distinct titles indexed · top 10 shown.
- 9private wealth advisor
- 5financial adviser
- 5investment advisor
- 5private wealth adviser
- 4associate adviser
- 4investment adviser
- 4portfolio administrator
- 4team assistant
- 3private wealth advisory
- 3senior investment adviser
- +93more titles
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