


Atkinson Saynor Private Wealth
Financial Services • Melbourne, Victoria, Australia • 1-10 Employees
Company overview
| Headquarters | 1020 Doncaster Rd, Doncaster East, Victoria 3109, AU |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Superannuation, Education, Retirement Planning, Wealth Management, Transition To Retirement, Risk Management And Insurance |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Atkinson Saynor Private Wealth
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.
| Format | Example | Percentage |
|---|---|---|
{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.
Atkinson Saynor Private Wealth revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
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.
Hosting
Frequently asked questions
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