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Centric Wealth

Centric Wealth
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 (21)

Name Title Board
Seat
Contact
Info
Nick Mylonas Chief Information Officer
Matt Games Chief Financial Officer
Tony Roussos Chief Operations Officer & Board Member
Spiro Paule Managing Director & Board Member
Kieran Canavan Chief Investment Officer

15 Former Executives

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Centric Wealth Board Members (9)

Name Representing Role Since Contact
Info
00000000 00000 Centric Wealth Board Member 000 0000
00000 000000 Kohlberg Kravis Roberts Board Member 000 0000
000000 0000 Centric Wealth Board Member 000 0000
00000 00000 Self Managing Director & Board Member 000 0000
00000 00000 Self Chairman 000 0000

3 Former Board Members

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