Delivering excellence in Portfolio Management and Advice
ABOUT US
Located at 330 Collins Street Melbourne, the sole focus of Cumulus Wealth is to deliver excellence in stock selection and portfolio management. Our investment approach and fee structure are clear and transparent which ensures our interests are always aligned with our clients.
Our experienced team provide a premium level of service and are continually assessing a vast array of opportunities in the quest to provide strong, risk-adjusted returns over the long term.
OUR
SERVICES
-
Equities Advice and Execution
-
Portfolio Management
-
Managed Discretionary Accounts (MDAs)*
-
Equity Capital Markets
-
Initial Public Offerings (IPOs)
-
Placements
-
Pre-IPO and Seed Capital Investments
-
Entitlement Issue Sub-Underwriting
-
Meet The Team
Mark Goulopoulos
Partner - Wealth Management
P: +61 3 8393 5821
Julian Freney-Mills
Partner - Wealth Management
P: +61 3 8393 5823