LeadIQ logo
Learn more at LeadIQ.com
Wilsons Advisory logo

Wilsons Advisory Employee Directory

Financial ServicesNew South Wales, Australia51-200 Employees

Wilsons Advisory is a financial services group based in Sydney, New South Wales, with a history spanning more than 125 years. It provides capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales. The firm emphasizes close client relationships and collaborates with leading industry partners to expand opportunities and attract experienced professionals.

Its domestic and global connections are supported by strategic alliances, including Craigs Investment Partners, which has partnered with the firm since 2015. Recent news indicates Canaccord Genuity Group has reached terms to acquire Wilsons Advisory.

Find Wilsons Advisory employees' phone numbers or email addresses

Wilsons Advisory Global Highlights

Location
Employees

Oceania
157

Minus sign iconPlus sign icon
  • Australia
    157

Europe
9

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    9

North America
3

Minus sign iconPlus sign icon
  • Canada
    2
  • United States Of America
    1

Asia
1

Minus sign iconPlus sign icon
  • India
    1

South America
1

Minus sign iconPlus sign icon
  • Colombia
    1

Wilsons Advisory's Leadership

  • Chief Financial Officer And Company Secretary at Wilsons Advisory
    S. S.
    Chief Financial Officer And Company Secretary
    Mobile Phone
  • Head Of Private Wealth + Investment Capability at Wilsons Advisory
    C. S.
    Head Of Private Wealth + Investment Capability
    Mobile Phone
  • Head Of Private Wealth Management Brisbane at Wilsons Advisory
    C. H.
    Head Of Private Wealth Management Brisbane
    Mobile Phone
  • Head Of People, Risk And Compliance at Wilsons Advisory
    M. S.
    Head Of People, Risk And Compliance
    Mobile Phone
  • Head Of Investment Strategy at Wilsons Advisory
    D. C.
    Head Of Investment Strategy
    Mobile Phone
  • Head Of Information Technology at Wilsons Advisory
    M. B.
    Head Of Information Technology
    Mobile Phone
  • Head Of Operations at Wilsons Advisory
    T. B.
    Head Of Operations
    Mobile Phone
  • Head Of Operations And Operational Change at Wilsons Advisory
    H. H.
    Head Of Operations And Operational Change
    Mobile Phone

Wilsons Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Legal
  • Consultant
  • Other
  • Accounting
  • Community & Social Services

Contact profiles from Wilsons Advisory

Name
Title
Contact
Location
Last Update
  • Senior Financial Adviser at Wilsons Advisory
    D. B.
    Senior Financial Adviser
    Mobile Phone
    Sep 03, 2026
  • Senior Investment Advisor at Wilsons Advisory
    S. H.
    Senior Investment Advisor
    Mobile Phone
    Australia, Queensland
    Jul 08, 2026
  • Senior Investment Advisor at Wilsons Advisory
    D. C.
    Senior Investment Advisor
    Mobile Phone
    Australia, Queensland
    Apr 24, 2025
  • Senior Client Advisor at Wilsons Advisory
    N. A.
    Senior Client Advisor
    Mobile Phone
    Australia, New South Wales
    Jan 04, 2025
  • Hr & Payroll Advisor at Wilsons Advisory
    S. A.
    Hr & Payroll Advisor
    Mobile Phone
    Australia
    Jun 18, 2026
  • Private Wealth Advisory at Wilsons Advisory
    D. M.
    Private Wealth Advisory
    Mobile Phone
    Australia, Queensland
    Jun 18, 2026
  • Private Wealth Advisory at Wilsons Advisory
    A. C.
    Private Wealth Advisory
    Mobile Phone
    Australia
    Sep 10, 2025
  • Financial Adviser at Wilsons Advisory
    A. S.
    Financial Adviser
    Mobile Phone
    Australia, Queensland
    Jun 27, 2026
  • Private Wealth Adviser at Wilsons Advisory
    C. H. C.
    Private Wealth Adviser
    Mobile Phone
    Nov 21, 2025
  • Investment Adviser at Wilsons Advisory
    C. T.
    Investment Adviser
    Mobile Phone
    Jun 25, 2026

Frequently Asked Questions

What is Wilsons Advisory known for?

Minus sign iconPlus sign iconWilsons Advisory operates in the Financial Services industry. Explore Wilsons Advisory's company overview page for more information.

What is Wilsons Advisory's most common email format?

Minus sign iconPlus sign iconWilsons Advisory employees' email format typically follows the pattern of First.Last@wilsonsadvisory.com.au. Trying to find reliable and up-to-date employee contact data? Find more Wilsons Advisory email formats with LeadIQ.

How many employees does Wilsons Advisory have currently?

Minus sign iconPlus sign iconWilsons Advisory has approximately 138 employees as of August 2026. These team members are located across 5 continents, including Oceania, Europe and North America.

Who are Wilsons Advisory's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Wilsons Advisory's key employees include:

  • Chief Financial Officer And Company Secretary: S. S.
  • Head Of Private Wealth + Investment Capability: C. S.
  • Head Of Private Wealth Management Brisbane: C. H.
  • Head Of People, Risk And Compliance: M. S.
  • Head Of Investment Strategy: D. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.