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Ted Richards
Head Of Melbourne at Wilsons Advisory
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Work Experience
Jul 2021 - Present · 3 years and 5 months
Head Of Melbourne
May 2022 - Present · 2 years and 7 months
Digital Strategy & Growth
Jul 2021 - Jun 2022 · 11 months
Partner
Apr 2021 - Present · 3 years and 8 months
Company Details
51-200 Employees
Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales. We are domestically and globally connected, hand-picking partnerships that expand and evolve the calibre of opportunities for our clients and that ensure we attract the most accomplished people in the market to deliver these solutions. We work collaboratively, drawing on our collective strengths to exceed our clients’ expectations. Our culture and investment capability is built on deep relationships with both our clients and industry-leading organisations. These strategic alliances enable us to access the most effective solutions across: • The technology which underpins our execution, administration and business management. • Research across domestic, global and multi asset class inputs to drive client outcomes. • Operational connectivity for balance sheet strength, clearing and settlement. Since 2015, Craigs Investment Partners has been our business partner. At Wilsons Advisory, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.
Year Founded
1895
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Level 32, Governor Macquarie Tower 1 Farrer Place Sydney, NSW 2000, AU
Keywords
Wealth ManagementStockbrokingFinancial PlanningResearchManaged AccountsFixed InterestStructured ProductsManaged FundsCapital MarketsIPOs
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