Brand profile · Financial Services

Wilsons Advisory

Wilsons Advisory runs a Financial Services operation from Sydney, NSW. Privately held, at wilsonsadvisory.com.au. It holds eight addresses on record, all in Australia. It employs 188 people, on the record. It lists managed funds, research and financial planning among its specialties. The record links ten similar brands, most of them in Financial Services.

Profile live Privately Held 1 office country

Key facts

Counted staff
188
self-reported 51–200 band
Office countries
1
8 addresses
Company type
Privately Held
self-reported
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Description

Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales.

We are domestically and globally connected, hand-picking partnerships that expand and evolve the calibre of opportunities for our clients and that ensure we attract the most accomplished people in the market to deliver these solutions. We work collaboratively, drawing on our collective strengths to exceed our clients’ expectations.

Our culture and investment capability is built on deep relationships with both our clients and industry-leading organisations. These strategic alliances enable us to access the most effective solutions across:

  • The technology which underpins our execution, administration and business management.
  • Research across domestic, global and multi asset class inputs to drive client outcomes.
  • Operational connectivity for balance sheet strength, clearing and settlement.

Since 2015, Craigs Investment Partners has been our business partner.

At Wilsons Advisory, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.

Specialties

All 10 specialties
  • Wealth Management
  • Stockbroking
  • Financial Planning
  • Research
  • Managed Accounts
  • Fixed Interest
  • Structured Products
  • Managed Funds
  • Capital Markets
  • IPOs

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 32, Governor Macquarie Tower; 1 Farrer Place; Sydney, NSW 2000Primary
  • AULevel 30, Waterfront Place; 1 Eagle Street; Brisbane, QLD 4000
  • AULevel 12, 8 Exhibition Street; Melbourne, VIC 3000
  • AU57 The Esplanade; Suite 1; Maroochydore, Queensland 4558
  • AU9 Bideford St; 5; Torquay, Queensland 4655
  • AU34 Condamine St; Dalby, Queensland 4405
  • AU17 Elizabeth Avenue; Suite S224, L2 Oracle South; Broadbeach, Queensland 4218
  • AU9 The Causeway; Unit 8; Kingston, ACT 2603

Grid intelligence Members

Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
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Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Wilsons Advisory?

188 counted staff profiles at January 2026, inside the self-reported 51–200 band.

Where does Wilsons Advisory have offices?

Eight addresses on record, Australia only. Primary: Level 32, Governor Macquarie Tower, 1 Farrer Place, Sydney, NSW 2000.

Has Wilsons Advisory raised funding?

None linked to this brand.

What does Wilsons Advisory list as its specialties?

Ten tags on the brand's own list, among them managed funds, research and financial planning.

Which companies are listed alongside Wilsons Advisory?

95 profiles list Wilsons Advisory as a peer — 99th percentile in Financial Services. It lists ten peers of its own. Koda Capital and Canaccord Genuity Australia list it back.

What is Wilsons Advisory's website?