


Halcyon Private Wealth
Financial Services • Melbourne, Victoria, Australia • 11-20 Employees
Company overview
| Headquarters | Level 2, 19 Shierlaw Avenue, Canterbury, Victoria 3126, AU |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Personal Insurance, Debt Management, Investment Advice, Asset Protection, Financial Advice, Wealth Management, Superannuation, Retirement Planning, Portfolio Management, Estate Planning, Legacy Planning, Aged Care, General Investing |
| Founded | 1986 |
| Employees | 11-20 |
Key Contacts at Halcyon Private Wealth
Brendan Murray
Managing Director
Daniel Aitken
Director
Halcyon Private Wealth Email Formats
Halcyon Private Wealth uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@halcyonpw.com.au), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@halcyonpw.com.au | 50% |
{first name}.{last name} | john.doe@halcyonpw.com.au | 33.3% |
{first name}{last name} | johndoe@halcyonpw.com.au | 16.7% |
About Halcyon Private Wealth
At Halcyon our reputation for professionalism and excellence in service has been earned over more than 25 years. Our Advisers continue to build on these early foundations to deliver the growth and innovation that sets us apart from the crowd. As a privately owned boutique financial planning practice we are small enough to take a personal approach in everything we do, but we also have access to the resources available to much larger firms.
Halcyon Private Wealth revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Halcyon Private Wealth has 6 employees across 5 departments.
Departments
Number of employees
Funding Data
Halcyon Private Wealth has never raised funding before.
Halcyon Private Wealth Tech Stack
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