Partners Wealth Group Information
Contact top employees from
Partners Wealth Group
Summary
Helping you to navigate life's financial decisions.
Partners Wealth Group is a diversified wealth management business offering financial advice, investments, superannuation, lending and l...Show more
Organization Website | pwg.com.au |
Social Links |   |
Phone Number | +61 03 8508 7800 |
Industries | |
Headquarters Location | Level 13, 636 St Kilda Road, Melbourne, Victoria, 3004 AU |
Employees Size | 100-200 employees |
Specialties | Financial Planning, Legal Practice, SMSF Audit & Consulting, Mortgage & Asset Finance, Property Syndication & Sales, SMSF Accounting & Admin, Individual Managed Accounts, Salary Packaging, Aged Care, Succession Planning, Estate Planning |
Founded | 2003 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2008 | Sole Proprietorship | 10-50 | - | $- | |
| 2005 | Privately Held | 10-50 | - | $- | |
| 1988 | Sole Proprietorship | 10-50 | - | $- | |
| 2010 | Privately Held | 200-500 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Partners Wealth Group shows a diverse range of experience levels:
2% have been with the company for less than 1 year10% for 1–2 years18% for 3–4 years24% for 5–7 years12% for 8–10 years33% have over 11 years of service at Partners Wealth GroupEx-employees positions
In Company
In New Company
Contact top employees from
Partners Wealth Group
Alex Swansson
Head of Superannuation at Partners Wealth Group
Fraser Herd
Head of Partners Private
Anne Siri Salte
Head of Marketing
James Tomkins
Head of Distribution
Graeme Bibby
Chief Investment Officer
Patrick Barry
Director of Wealth
Deborah Anelli
Risk and Compliance Manager
Mathew Cassidy
Managing Director
Renato Di Candido
Senior Financial Advisor
Lachlan Knight
Financial Advisor
Adele Tompkins
Senior Implementation Associate
Andrew Gillon
Senior Financial Advisor
Rohan Serrao
Partner and Senior Investment Adviser
Simon Glendenning
Chief Operating Officer
Michelle Cianci
SMSF Manager
Kunaal Parbhoo
National Advice Manager
Kate Liptrot
Marketing Executive
Eileen Yuen
Senior Associate
Sereyboth Savoan
SMSF Auditor
Ethan Boyd
JV Associate - Karaco Wealth
Matthew Zecchin
Senior Associate
Stephen Merriman
Implementation Manager
Joel McSweeney
Senior Associate
Anthony Marchesani
Commercial Associate
Katrina Nikpour
New Business Associate
Manith Weerasinghe
Associate
Elliot Lipschitz
Associate
Tracey Head
Associate
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FAQ
Partners Wealth Group operates in the Finance industries. More details can be found on the official website: pwg.com.au.
The headquarters of Partners Wealth Group are located in Melbourne, Australia.
You can contact Partners Wealth Group by phone at +61 03 8508 7800.
Partners Wealth Group currently employs 100-200 people.
Well-known competitors of Partners Wealth Group include 365 Financial, Everest Financial Group, Frontier Financial Group and Succession Financial Planning.
