Atticus Wealth

www.atticuswealth.com.au

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.

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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.

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Country

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City (Headquarters)

Sydney

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Employees

1-10

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Founded

2015

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Social

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Potential Decision Makers

  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing Specialist

    Email ****** @****.com
    Phone (***) ****-****

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