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Atkinson Saynor Private Wealth

Atkinson Saynor Private Wealth

Financial ServicesFlag of AUMelbourne, Victoria, Australia1-10 Employees

Company overview

Headquarters1020 Doncaster Rd, Doncaster East, Victoria 3109, AU
Website
NAICS52
Keywords
Financial Services, Superannuation, Education, Retirement Planning, Wealth Management, Transition To Retirement, Risk Management And Insurance
Founded2023
Employees1-10

Key Contact at Atkinson Saynor Private Wealth

Flag of AU

David Saynor

Managing Director

Atkinson Saynor Private Wealth Email Formats

Atkinson Saynor Private Wealth uses 2 email formats. The most common is {first initial} (e.g., j@aspw.com.au), used 50% of the time.

FormatExamplePercentage
{first initial}
j@aspw.com.au
50%
{first name}
john@aspw.com.au
50%

About Atkinson Saynor Private Wealth

Transitioning from the history built at Atkinson Financial Planning, as we move into our new era of "Atkinson Saynor Private Wealth" we maintain a service that is dedicated to delivering strategic advice specifically tailored to clients individual circumstances, ensuring they achieve the best after tax results. We have developed the business to provide an enhanced, more personalised alternative to wealth management. Our clients benefit from our high-touch, private bank style service, receiving value in the process. We value and actively foster solid long-term relationships, founded on integrity and trust. Call us on (03) 9841 7755 to make an appointment today.

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Atkinson Saynor Private Wealth revenue & valuation

Annual revenue$684,440
Revenue per employee$86,000
Estimated valuation?$2,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite

Employees by Department

Atkinson Saynor Private Wealth has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Atkinson Saynor Private Wealth has never raised funding before.

Atkinson Saynor Private Wealth Tech Stack

Discover the technologies and tools that power Atkinson Saynor Private Wealth's digital infrastructure, from frameworks to analytics platforms.

GoDaddy

GoDaddy

Hosting

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Atkinson Saynor Private Wealth is located in Melbourne, Victoria, AU.
Atkinson Saynor Private Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Atkinson Saynor Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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