Ascent Private Wealth
Ascent Private Wealth

Ascent Private Wealth Information

Contact top employees from Ascent Private Wealth

Summary

Ascent Private Wealth is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Hawthorn East, Virgin Island, USA. The number of employees ranges from 25 to 100. The annual revenue of Ascent Private Wealth varies between 100K and 5.0M. To connect with Ascent Private Wealth employee register on SignalHire.

Organization Website

ascentpw.com.au

Social Links

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Phone Number

03 9672 5111

Industries

Headquarters Location

Suite 103, Hawthorn East, Victoria, 3123 AU

Employees Size

1-10 employees

Specialties

Financial Planning, Estate Planning, Family Governance, Business Succession Planning, Superannuation, Family Office Services, Risk Planning, Mortgage Solutions, Aged Care

SIC Code

6189, 6282, 6199

Founded

1997

Estimated Annual Revenue

$100K - 5.0M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
1999Privately
Held
100 - 250 47.1M $3.5M
1992Privately
Held
250 - 500 15M $0
1981Privately
Held
1.0K - 5.0K 1.9B $0
2004Privately
Held
25 - 100 35.8M $0

Employees Turnover 4 quarter 2025

Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at Ascent Private Wealth shows a diverse range of experience levels:
5% have been with the company for less than 1 year5% for 1–2 years9% for 3–4 years18% for 5–7 years14% for 8–10 years50% have over 11 years of service at Ascent Private Wealth
Ex-employees positions
In Company
In New Company
Contact top employees from Ascent Private Wealth
Louisa Huber
Director - Operations and Communications Manager
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Daniel Lunardi
Senior Financial Adviser
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Mark OToole
Founder/ Managing Director
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Cheuk Ying Priscilla Fung
Management Accountant
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Jellise Yu
Client Services Officer
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Adrian Han Zi Xiu
Administrative Assistant
View

FAQ

Ascent Private Wealth operates in the Finance industries. More details can be found on the official website: ascentpw.com.au.
The headquarters of Ascent Private Wealth are located in Hawthorn East, Australia.
You can contact Ascent Private Wealth by phone at 03 9672 5111.
Ascent Private Wealth currently employs 1-10 people.
Ascent Private Wealth's revenue is approximately 1.9M.
Well-known competitors of Ascent Private Wealth include Brighton Jones, 1st Global, Cetera Financial Group and Baker Street Advisors.

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