A team of four - including three senior Canaccord Genuity staff members - has launched a wealth management firm in Western Australia.
Leeuwin Wealth is a wealth management and capital markets advisory firm based in West Perth. Since launching on July 22, 2024, the company has quickly built a reputation in financial services.
Jane Tandy is managing director, Jason Featherby is head of financial advice, Michael Brindal is head of institutional sales, and Aaron Constantine is corporate finance specialist. Five other staff members complete the team.
Money Management said Featherby's client book is already in place, so the firm handles $500 million and 220 clients. High-net-worth clients with $250,000 for financial planning and W.A.-listed companies for corporate finance are its target demographics.
Among its services are financial advice, superannuation and retirement planning, personal wealth insurance, managed discretionary accounts, equity capital markets, mergers and acquisitions, and corporate advisory. Insight, strategy, and innovation are the keys to Leeuwin Wealth's success.
It is Leeuwin Wealth's goal to foster meaningful engagement and support its clients' financial goals. Its mission is to provide comprehensive wealth management and capital markets advisory services to W.A. investors.