Insights

Strong Industry Presence Wilsons Advisory has a long-standing reputation in the financial services sector with over 125 years of experience, positioning it as a well-established player capable of attracting high-net-worth clients and institutional investors.

Recent Acquisition Momentum The company is currently undergoing a significant transformation through the acquisition by Canaccord Genuity, which opens opportunities to leverage global capital markets and expand service offerings across Australia.

Experienced Leadership Recent hires of senior advisors, including Jon Gidney and non-executive directors Ralph Norris and Jeremy Williamson, indicate a focus on strengthening strategic expertise and deepening industry connections, enhancing client advisory capabilities.

Technology-Driven Operations Utilizing cloud and digital tools such as AWS, Cloudflare, and advanced analytics, Wilsons Advisory is positioned to modernize client engagement and operational efficiency, presenting opportunities for tech vendors and platform providers.

Growth and Market Potential With annual revenues ranging from one to ten billion dollars and a sizable employee base, Wilsons Advisory offers ample cross-selling opportunities for financial products, wealth management services, and institutional solutions to both high-net-worth and institutional clients.

Wilsons Advisory Tech Stack

Wilsons Advisory uses 8 technology products and services including LinkedIn Ads, Amazon Web Services, Cloudflare, and more. Explore Wilsons Advisory's tech stack below.

  • LinkedIn Ads
    Advertising
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Alpine.js
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • Flickity
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • AddThis
    Widgets

Wilsons Advisory's Email Address Formats

Wilsons Advisory uses at least 1 format(s):
Wilsons Advisory Email FormatsExamplePercentage
First.Last@wilsonsadvisory.com.auJohn.Doe@wilsonsadvisory.com.au
49%
First.Middle@wilsonsadvisory.com.auJohn.Michael@wilsonsadvisory.com.au
2%
First.Last@wilsonsadvisory.com.auJohn.Doe@wilsonsadvisory.com.au
49%

Frequently Asked Questions

Where is Wilsons Advisory's headquarters located?

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Wilsons Advisory's main headquarters is located at 32 Farrer Place, Level. The company has employees across 5 continents, including OceaniaEuropeNorth America.

What is Wilsons Advisory's stock symbol?

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Wilsons Advisory is a publicly traded company; the company's stock symbol is OCN.L.

What is Wilsons Advisory's official website and social media links?

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Wilsons Advisory's official website is wilsonsadvisory.com.au and has social profiles on LinkedIn.

What is Wilsons Advisory's NAICS code?

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Wilsons Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Wilsons Advisory have currently?

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As of December 2025, Wilsons Advisory has approximately 214 employees across 5 continents, including OceaniaEuropeNorth America. Key team members include Chief Executive Officer & Managing Director: B. G.Chief Financial Officer And Company Secretary: S. S.Chief Operating Officer: J. D.. Explore Wilsons Advisory's employee directory with LeadIQ.

What industry does Wilsons Advisory belong to?

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Wilsons Advisory operates in the Financial Services industry.

What technology does Wilsons Advisory use?

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Wilsons Advisory's tech stack includes LinkedIn AdsAmazon Web ServicesCloudflareAlpine.jsJSON-LDFlickityMicrosoftAddThis.

What is Wilsons Advisory's email format?

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Wilsons Advisory's email format typically follows the pattern of First.Last@wilsonsadvisory.com.au. Find more Wilsons Advisory email formats with LeadIQ.

Wilsons Advisory

Financial ServicesNew South Wales, Australia201-500 Employees

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.

Section iconCompany Overview

Headquarters
32 Farrer Place, Level
Stock Symbol
OCN.L
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $1B$10B

    Wilsons Advisory's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Wilsons Advisory's revenue is estimated to be in the range of $1B$10B

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