Arrow Private Wealth
Financial Services
Victoria, Au
12 employees
- Employees
- 12
- Contacts
- 2
- Emails
- 2
Arrow Private Wealth Overview
- Headquarters
- Victoria, Au
- Website
- arrowprivatewealth.com.au
- Industry
- Financial Services
- Employees
- 12
- Founded
- 1983
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Arrow Private Wealth
We are a Melbourne based specialist advisory firm to select private families, business owners and professionals. Its clients bring established wealth, personal complexity, high expectations and care enough to take action. Arrow's vision is to be significant and relevant to it’s clients and families for the next 50 years. With 39 years of history, we have been grounded by three key values: - Honesty, truth, and clarity - Family stewardship and long-term relationships - Excellence and expertise in all they do Our conversation focuses on the concepts of liquidity, longevity, and legacy. Our clients make confident decisions, create momentum and broaden their professional connections. With our guidance and advice, clients achieve positive financial performance and feel the peace of mind required to create, live and leave their legacy.
Arrow Private Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Arrow Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Green | Advice and Paraplanning |
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|
|
| Peter Leggett | Executive Chairman & Chief Investment | Melbourne, Victoria, Australia |
Email
|
| Simon Lewis | Private Client Adviser at Arrow Private | Ivanhoe, Victoria, Australia |
Email
|
| Judy Schmidt Cfp | Director at Arrow Private Wealth | Australia |
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|
Employees by Management Level
Individual contributor
6 profiles
Director
3 profiles
Executive
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 0 |
| Sales | 1 | 1 | 0 |
| Finance | 1 | 1 | 0 |
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