Cardena Private Wealth

Cardena Private Wealth

Financial Services Place, Au 9 employees
Employees
9
Contacts
4
Emails
3
Phones
1

Cardena Private Wealth Overview

Headquarters
Place, Au
Industry
Financial Services
Employees
9
Founded
2016
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Cardena Private Wealth

Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place. The team at Cardena help successful people make the most of their wealth. We build a research-driven, personalised wealth management strategy for each client, based on a detailed understanding of their specific situation and wealth accumulation aspirations. Our team has passion for insights and innovation, and everything we do is underpinned by deep empathy and a client partnership focus. At Cardena Private Wealth, we’re not just another wealth manager or financial planner. Our brand essence is mastery. We are passionate about delivering brilliant, best-inclass outcomes for our clients. We are driven by a strong sense of integrity with purpose and the need to innovate to create the best possible solution for our clients. Our advisers draw on a wide variety of skills from their professional backgrounds and qualifications in accounting, law and wealth management. As a client of Cardena, you benefit from the depth of specialist expertise across the entire team. Our advisers use their expertise to explore possibilities and deliver you with a wealth management roadmap underpinned by market-leading insights and knowledge.

Cardena Private Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Cardena Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Iain Reid Senior Financial Adviser and Director
Email
Ray Djani Managing Director at Cardena Private
Email
Tom Mcdonald Director at Cardena Private Wealth
Email
Amanda Hasib Financial Adviser
Phone

Employees by Management Level

Director 4 profiles
Individual contributor 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 0
Finance 3 2 1

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