Atkinson Saynor Private Wealth
Company

Atkinson Saynor Private Wealth

Financial Services Victoria, Au 8 employees
Employees
8

Atkinson Saynor Private Wealth Overview

Headquarters
Victoria, Au
Industry
Financial Services
Employees
8
Founded
2023
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Atkinson Saynor Private Wealth

Transitioning from the history built at Atkinson Financial Planning, as we move into our new era of "Atkinson Saynor Private Wealth" we maintain a service that is dedicated to delivering strategic advice specifically tailored to clients individual circumstances, ensuring they achieve the best after tax results. We have developed the business to provide an enhanced, more personalised alternative to wealth management. Our clients benefit from our high-touch, private bank style service, receiving value in the process. We value and actively foster solid long-term relationships, founded on integrity and trust. Call us on (03) 9841 7755 to make an appointment today.

Atkinson Saynor Private Wealth Contact Details

People in AeroLeads
3

Atkinson Saynor Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Benjamin Vail Aspiring Financial Adviser - Currently
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Matt Jacobs Paraplanner at Atkinson Financial
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Richard Merk Kiamco Financial Planning Admin Assistant
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Employees by Management Level

Individual contributor 2 profiles
Associate / junior 1 profile

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