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Centric Wealth

Centric Wealth?uq=8lCq2teR
2002 FOUNDED
PRIVATE STATUS
Buyout/LBO LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of wealth management services which provides clients with advice and services for their financial needs. The company offers financial planning, risk insurance, corporate benefit services, accounting and business advisory, lending services, general insurance and family office services.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Primary Office
  • PO Box R1851
  • Royal Exchange
  • Sydney, New South Wales 1225
  • Australia

+61 (02) 0000 0000

Centric Wealth Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Centric Wealth Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Centric Wealth Executive Team (24)

Name Title Board
Seat
Contact
Info
Nick Mylonas Chief Information Officer
Marshall Allen Director
Philip Hart Director
Spiro Paule Managing Director, Chief Executive Officer & Executive Director
Matt Games Chief Financial Officer

15 Former Executives

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Centric Wealth Board Members (5)

Name Representing Role Since Contact
Info
00000 00000 Self Chairman 000 0000
0000 0000000 Self Chief Operations Officer & Executive Director 000 0000

3 Former Board Members

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