Wilsons Advisory is pleased to announce the addition of Tim Anderson and Richard Taylor to the Private Wealth Advisory team, spearheading the firm’s activity in the ACT region. With a combined experience of more than 30 years in wealth management, it marks an important milestone for Wilsons Advisory, who now have offices in all capital cities and several regional centres on the east coast of Australia.
Head of Private Wealth Advisory Paul Bryant said, “I am thrilled to be establishing an office in Canberra with the calibre and quality of the team we have put together, further expanding our footprint. Tim and Richard will be able to deliver great outcomes for their clients through access to exceptional strategic advice from our Investment Strategy Group led by David Cassidy and our extensive range of investment insights across domestic and global equities, fixed interest and alternative investments.”
Driven by the quality of the Wilsons Advisory’ internal resources across investment strategy, investment capability, corporate finance and equity research, Anderson and Taylor said they are excited to be able to offer innovative, tailored solutions for clients who are looking for a sophisticated approach.
“Wilsons Advisory has a unique and expansive investment proposition, and will empower us to shape the best solutions to deliver for our clients,” Anderson said.
Coverage across the ACT enables Wilsons Advisory to apply its long and distinguished 125-year history in financial services to a new and important market. Leveraging the experience and expertise of local advisors, the Canberra office facilitates the flexibility to provide tailored and sophisticated investment solutions and strategic advice to a broader client base.
CEO Brad Gale said, “We’re excited to bring our private wealth advisory services to the people of the ACT and with our investment banking capability led by Rob Snow we look forward to adding value to the corporate clients of the region.”
Wilsons Advisory’s private wealth advisory is underpinned by an expert Investment Strategy team lead by David Cassidy, the driving force behind investment recommendations and asset allocation strategies. Advisors are also supported by the extensive domestic and global equity research and Investment Capability teams, sourcing sophisticated and innovative investment strategies for our clients.
About Wilsons: Wilsons is a financial advisory firm focused on delivering strategic and investment advice for people with ambition – whether they be a private investor, corporate, fund manager or global institution. Its client-first, whole of firm approach allows Wilsons to partner with clients for the long-term and provide the wide range of financial and advisory services they may require throughout their financial future. Wilsons is staff-owned and has offices across Australia.
Disclaimer: This communication has been prepared by Wilsons Advisory and Stockbroking Limited (ACN 010 529 665; AFSL 238375) and/or Wilsons Corporate Finance Limited (ACN 057 547 323; AFSL 238383) (collectively “Wilsons”). It is being supplied to you solely for your information and no action should be taken on the basis of or in reliance on this communication. To the extent that any information prepared by Wilsons contains a financial product advice, it is general advice only and has been prepared by Wilsons without reference to your objectives, financial situation or needs. You should consider the appropriateness of the advice in light of your own objectives, financial situation and needs before following or relying on the advice. You should also obtain a copy of, and consider, any relevant disclosure document before making any decision to acquire or dispose of a financial product. Wilsons’ Financial Services Guide is available at wilsonsadvisory.com.au/disclosures.
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