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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.

About
Services

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

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Mark Goulopoulos

Partner - Wealth Management 

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P: +61 3 8393 5821

E: mark@cumulus-wealth.com.au

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Marco Longo

Partner - Wealth Management 

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P: +61 3 8393 5822

E: marco@cumulus-wealth.com.au

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Julian Freney-Mills

Partner - Wealth Management 

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P: +61 3 8393 5823

E: julian@cumulus-wealth.com.au

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James Gibney

Manager, Corporate Finance

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P: +61 3 8393 5827

E: james@cumulus-wealth.com.au

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Lianna
Melissas

Head of Operations.

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P: +61 3 8393 5824

E: lianna@cumulus-wealth.com.au

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Phillip

Krilis

Operations Manager

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P: +61 3 8393 5825

E: phillip@cumulus-wealth.com.au

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Andrew
Katsambanis

Operations Assistant

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P: +61 3 8393 5826

E:Andrew@cumulus-wealth.com.au

Team
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