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  • Home
  • About Us
    • Our People
      • Corporate
      • Tax and Accounting
      • Wealth Advisory
      • Lending
  • Services
    • Tax & Accounting
    • Lending
    • Wealth Advisory
    • Insurance
    • Superannuation & SMSF
    • Diversified Business Services
  • Our Clients
    • Medical and Dental Students
    • Medical and Dental Graduates
    • Established Healthcare Professionals
    • Transitioning to Retirement
  • Resource Centre
  • Payments
  • Contact Us

Wealth Advisory

At Grimsey we are more than just advisers,
we are passionate advocates for your financial success.

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Wealth Advisory

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Alex Jackson

Associate Director & Senior Financial Adviser, NSW
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Edwina Wilson

Client Services Manager, NSW
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Rhys Hanning-Smith

Adviser, Wealth Advisory, NSW
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Ready to Bring Financial Order to Your World?

Wherever you are in your career or stage of life, Grimsey provides specialist guidance and support.

Contact us to book a complimentary consultation to discover how we go above and beyond to help you achieve financial security.

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Our Services

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Our Offices

Melbourne

Ground Floor West
32 Lincoln Square North
Carlton VIC 3053
T 61 3 8341 8888
E reception@grimsey.com.au

Sydney

Level 2, 8 West Street
North Sydney NSW 2060
T 61 2 9692 8818
E reception@grimsey.com.au

Grimsey Pty Ltd ABN 65 051 642 838 | Grimsey Wealth Pty Ltd ABN 90 113 911 247 | Australian Credit Licence 293334 | Australian Financial Services Licence 293334

Grimsey Accounting NSW Pty Ltd ABN 39 001 918 814 | Grimsey Wealth NSW Pty Ltd ATF Grimsey NSW Holding Trust ABN 95 344 694 191

General Advice Warning: The advice provided is general advice only and does not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. Liability limited by a scheme approved under Professional Standards Legislation.

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