Halcyon Private Wealth Company Profile, Contacts & Intelligence

Financial ServicesAu12 employeesFounded 1986
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Employees
12
Company source estimate
Departments
2
Mapped contact coverage

Halcyon Private Wealth Overview

At Halcyon our reputation for professionalism and excellence in service has been earned over more than 25 years. Our Advisers continue to build on these early foundations to deliver the growth and innovation that sets us apart from the crowd. As a privately owned boutique financial planning practice we are small enough to take a personal approach in everything we do, but we also have access to the resources available to much larger firms.

Headquarters
Au
Website
halcyonfs.com.au
Industry
Financial Services
Founded
1986
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Superannuation General Investing Personal Insurance Estate Planning Aged Care Retirement Planning Wealth Management Financial Advice Investment Advice Portfolio Management Debt Management Asset Protection

Halcyon Private Wealth Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 departments represented
Visible contacts with email or phone data are mapped to these departments.
Executive
1
General
1

Halcyon Private Wealth People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

B
Brendan Murray
Managing Director at Halcyon Private
M
Mark Spinello
Senior Paraplanner
G
Gary A. Pizzo
Investment Advisor, Halcyon Private
A
Ashlee Henry
Assistant Associate Adviser at Halcyon

Halcyon Private Wealth Workforce Composition

Seniority breakdown across 7 visible profiles.

Associate / junior
2
Executive
1
VP / Head
1
Director
1
Senior / Lead
1
Individual contributor
1

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