Financial advice firm Esencia Wealth has opened a new Sydney office at Governor Phillip Tower, following the merger of four advice businesses: Advise Wise, Insight Private Wealth, Sovereign Wealth Partners and Randle Advisory.
Currently Esencia’s client groups include high-net-worth families, professionals, retirees and medicos, and the business offers advice by women for women.
Matthew Fenning is the newly appointed CEO of Esencia, and the leadership team will include former Macquarie executive Jeffrey Wrightson as managing partner, Insight Private Wealth Principal Sam Stillone as head of growth, and former Shadforth Financial Group co-founder and director Jim Kilkenny as chair.
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