We develop transparent portfolios for clients and advice businesses alike, designed specifically to achieve investment goals. Since 2015 we've put into action a wealth of adviser feedback and experience to craft a fresh approach to investing money through Separately Managed Accounts. We understand that financial advice businesses have specific needs combined with a desire to put clients at the centre of their model. The result is the creation of Australia's first adviser friendly service with better investment outcomes for clients.
| Website | http://www.atticuswealth.com.au |
| Employees | 4 (3 on RocketReach) |
| Founded | 2015 |
| Address | Level 13, 219-227 Elizabeth Street, L13, 227 Elizabeth St, Sydney, New South Wales 2000, AU |
| Technologies |
JavaScript
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Microsoft Outlook
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| Industry | Investment Management |
| Keywords | Portfolio Management, Wealth Management, Investment Strategies, Financial Planning, Investment Advice, Retirement Planning, Portfolio Optimization, Wealth Advisory, Investment Solutions, Financial Advisory, Asset Allocation, Risk Management, Estate Planning, Investment Consulting, Tax Planning, Long Term Investments, Financial Growth, Retirement Solutions, Wealth Creation, Investment Returns |
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3 people are employed at Atticus Wealth.
Atticus Wealth is based in Sydney, New South Wales.
Top Atticus Wealth Employees
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Melissa Carter
Marketing Specialist at Atticus Wealth
New South Wales, Australia2 -
William Durham
Portfolio Operations Analyst at Atticus Wealth
Sydney, NSW, AU
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