Wattle Partners

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Wattle Partners Overview

Type

Multi Family Office

General Information

Wattle Partners is a multi-family office headquartered in Melbourne, Australia. Founded in 2007, the firm traces its roots to Austin Donnelly’s independent financial planning practice and advises Australian families on discretionary portfolio management, retirement income, cash-flow modelling, philanthropy guidance, estate planning, tax optimisation and multi-generational succession strategies for affluent households—delivers retirement-centric portfolio and advisory solutions.

Contact Information

Website:
https://www.wattlepartners.com.au

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Level 4, 125 Flinders Lane, Melbourne, VIC 3000

Portfolio & Notable Allocations


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