Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales.

We are domestically and globally connected, hand-picking partnerships that expand and evolve the calibre of opportunities for our clients and that ensure we attract the most accomplished people in the market to deliver these solutions. We work collaboratively, drawing on our collective strengths to exceed our clients’ expectations.

Our culture and investment capability is built on deep relationships with both our clients and industry-leading organisations. These strategic alliances enable us to access the most effective solutions across:

• The technology which underpins our execution, administration and business management.

• Research across domestic, global and multi asset class inputs to drive client outcomes.

• Operational connectivity for balance sheet strength, clearing and settlement.

Since 2015, Craigs Investment Partners has been our business partner.

At Wilsons Advisory, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.


Banking

FinTech

Investment Management

Wilsons Advisory

Brad Gale

Shaun Sanders

James Davies

This department focuses on providing financial guidance and investment strategies to clients in order to manage and grow their wealth.

Wealth Advisory

This department provides guidance and expertise on investment opportunities and strategies to clients.

Investment Advisory

This department provides expert guidance and recommendations to support decision-making and strategic initiatives.

Advisory Services

This department provides financial advice and planning services to clients.

Financial Services

This department oversees corporate access, information technology, communications, public relations, and client services.

Corporate Operations

This department oversees the operational processes and workflow efficiency within the organization.

Wilsons Advisory

Org chart

Teams

Wealth Advisory

Investment Advisory

Advisory Services

Financial Services

Corporate Operations

Operations Management

Offices