ABOUT

Sornem Private Wealth (AFSL 383169) is a highly skilled private wealth management and financial advisory business. SPW provides tailored financial and investment advice to long-term clients, family groups and corporates. We focus on constructing and managing long-term investment strategies that fit each investor’s requirements and with a focus on risk mitigation.

Sornem Private Wealth is a private company that is owned and run by the staff that work in the business. As a result, we are one of the few independently owned and operated financial advisory businesses having no dealer group or corporate associations.

 

 

 

James EE

James Damicoucas

Joshua Nappa

Meena Gouvas

Russell Lees

Partner/ Senior Adviser

Drew Meredith

Partner/ Senior Adviser

Lisa Baum

Partner/Senior Adviser


THOUGHT LEADERSHIP

Research driven, proactive investment advice that is free from conflicts of interest and tailored to each clients’ situation Identifying value adding strategies including SMSFs, entity structuring, super contributions, pensions and borrowing.

 

CONTACT

icon

Ph: 03 8414 2901 | E: info@sornemprivate.com.au

Unit 10, 3 Bromham Place, Richmond, Victoria, 3121

Name*:

Phone*:

Email*:

Message*:

Enter Code: captcha
-