JBWere Information
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JBWere
Summary
JBWere is a private company that has been in the industry for 185 years. The company currently specializes in the Financial Services area. Its headquarters is located at Melbourne, Victoria, AU. The JBWere annual revenue is estimated at < 1M. To connect with JBWere employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Private Wealth Management, Wealth Advice, Investment Advice, Philanthropic Services, Intermediary Services for Financial Advisers, Responsible Investing, Alternative Investing
SIC Code
6189, 6282
Founded
1840
Operating Status
Independent Company
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees switched to
Length of Employment
Employee tenure at JBWere shows a diverse range of experience levels:
1% have been with the company for less than 1 year7% for 1–2 years9% for 3–4 years14% for 5–7 years8% for 8–10 years62% have over 11 years of service at JBWereEx-employees positions
In Company
In New Company
Contact top employees from
JBWere
Sreyda Siek
Associate Director - Discretionary Middle Office | Markets and Investment Group
Mario Rodrigo
Senior Analyst - Wealth Advice
Jayde Ward
Director, Philanthropic Services
Alistair Cowan GAICD
Head of Advice - SA/NT
Steve Iacono
Analyst Remediation Calculations
Wendy Whelan
Executive Director, Investment Adviser
Andre Marais
Senior Analyst
Michelle Bock
Director - Senior Wealth Adviser
Stephanie Redi
Business Manager
Steven Mitchell
Director | Private Wealth Advice
Renata Das
Advisor - Private Wealth Management
Russell Treloar
Director, Senior Investment Adviser
Tibor Toth
Senior Product Manager
Andrew Hudson
Head of Global Equities
Douglas Grant
Quality Assurance
Ronda Madon
Assessment Team Manager, Advice Remediation
Mila Sobolevsky
Investment Adviser
Steve Sterritt
Investment Adviser
Alistair McDill
Investment Advisor
Adam Shanahan
Senior Investment Adviser
Terry Finch
Director - Advice Risk Manager
Peter Iwaniw
Director
Byron Zhang
Director, Private Wealth Adviser
Tim Dartnell
Provisional Adviser
Clare Fidalgo
Senior Consultant, Business Execution
Sarah MacCallum
Investment Adviser - Director
