Boston Private Wealth
Financial Services
Various, Cities Australia, Au
8 employees
- Employees
- 8
- Contacts
- 3
- Emails
- 3
Boston Private Wealth Overview
- Headquarters
- Various, Cities Australia, Au
- Website
- www.bostonpw.com.au
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2010
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Boston Private Wealth
We are a specialist boutique private wealth firm located in many parts of Australia that creates financial solutions for high net worth individuals and families. Our advice and service also extends to family offices, estates, charities, trusts and schools. As a family’s wealth grows so do the complexities around managing, preserving and passing on wealth to future generations. At Boston, we act as a central point of contact coordinating and managing all of your family’s wealth and financial affairs. With a hands-on approach and global reach, our expertise delivers results and peace of mind across the dynamic financial landscape. We are forever committed to the best interests and financial security for our clients, using our knowledge, experience, and professional insight. Our service includes: - Self Managed Super Funds - Trusts - Wrap Accounts - Accounting - Tax Returns - Estate Planning - Personal Insurance
Boston Private Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Boston Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Bruce Cameron | Facilitator - -part Time | Bathurst, New South Wales, Australia |
Email
|
| Mary Jane Lenon | Accounts Payable Accountant |
View
|
|
| Rod Hayes | Director, Founder & Private Wealth Adviser at Boston Private Wealth | Melbourne, Victoria, Australia |
Email
|
| Neil Heriot | Private Wealth Manager at Boston Private Wealth | Sanctuary Cove, Queensland, Australia |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Manager
1 profile
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