Business Listings | IMAP - Institute of Managed Account Professionals

Accordius Pty Ltd

Address: Level 31 525 Collins Street, Melbourne 3001, VIC

Mobile: 0417032335‬‬‬

Accordius is a privately owned investment house, partly owned by KordaMentha, a professional services firm, providing an integrated advisory and investment management service. » More Info

Activus Investment Advisors

Address: Level 22 357 Collins Street, Melbourne 3000, Vic

Phone: 0439 56 3333

Activus Investment Advisors provides high quality and independent investment advice and model portfolios to our investing clients. » More Info

Advice Intelligence

Address: Level 6, 37 Pitt St, Sydney 2000, NSW

Phone: 1300 242 384‬

a.i. is a leader in goals-based advice platform technology. We transform financial advice into an interactive, engaging experience consumers can be part of - centred around their life goals. » More Info

Alvia Asset Partners

Address: 283 Elizabeth St, Brisbane City, Brisbane City 4000, QLD

Phone: 07 31534879‬

Alvia Asset Partners seeks to provide the European family office and large endowment styled investment offering to Australian families » More Info

AMP Capital

Address: 33 Alfred Street, Sydney 2000, NSW

Phone: 1800 658 404 Fax: 1800 630 066

AMP Capital is a leading investment house with ~AUD$190b AUM (As at 31 December 2020) and has a 170 years’ experience (together with the AMP Group » More Info

Atlas Funds Management

Address: L2, Suite 218, 165 Phillip Street, Sydney 2000, NSW

Phone: +612 8304 5190

Atlas Funds Management Pty Ltd (Atlas) is an independent, founder-owned, specialist Australian equities manager, based in Sydney » More Info

Australian Ethical Investment Ltd

Address: Level 8, 130 Pitt Street, Sydney 2000, NSW

Phone: 1800 021 227‬‬

Australian Ethical is Australia’s leading ethical wealth manager, providing investors with products that align with their values and investments without compromise » More Info

Balmain Funds Management Pty Ltd

Address: Level 14, 60 Castlereagh Street, Sydney 2000, NSW

Phone: 02 9232 8888‬‬‬‬ Fax: 02 9232 8588

Balmain has been engaged as an Asset Manager Special Servicer and/or Trust manager for over $6 billion in CRE assets for some of the world’s largest banks and financial institutions. » More Info

BetaShares

Address: Level 11, 50 Margaret Street, Sydney 2000, NSW

Phone: 1300 487 577 Fax: 02 9462 4950

BetaShares is one of Australia’s leading managers of Exchange Traded Funds (‘ETFs’). » More Info

Blackmore Capital

Address: Level 2, 302 Lygon Street, Carlton, Melbourne 3057, VIC

Phone: ‪‬‬‬1300 825 225

Blackmore Capital is a long only Australian Equity portfolio manager. Our investment process combines long periods of solitary research with an intensive company visitation program. We work with private investors, financial advisers and institutions » More Info

Blackrock

Address: Level 37, Chifley Tower, 2 Chifley Square, Sydney 2000, NSW

Phone: 02 9272 2200‬‬ Fax: 02 9272 2566

BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. » More Info

BT Panorama

Address: Tower 2, International Towers Barangaroo, Sydney 2000, NSW

Phone: 1300 784 207

BT has a strong history in innovation and a market leading position in the platform administration market with BT Wrap and Asgard. With over $100bn in funds under administration, over 13,000 advisers and 400,000 clients. this vision is BT Panorama. » More Info

Business Health Pty Ltd

Address: Suite 77 Jones Bay Wharf, 26-32 Pirrama Road, Pyrmont, Sydney 2009, NSW

Phone: 02 9518 6966‬ Fax: 02 9660 8416

Our tools and services have been designed with one objective and that is to improve the profitability and ongoing viability of the practice – to provide practical, proven support to the owners of advice businesses. » More Info

Cameron Harrison Private Pty Ltd

Address: Level 3, 90 Collins Street, Melbourne 3000, VIC

Phone: 03 9655 5000‬ Fax: 03 8672 6408

We are Melbourne based specialists in investment management, wealth advice, specialist advice and consulting for business owners, families and individuals all built on 50 years of solid, professional heritage. » More Info

Challenger Limited

Address: Level 2, 5 Martin Place, Sydney 2000, NSW

Phone: 0457 194 913 Fax: 02 9994 7777

Challenger Limited is an ASX-listed investment management firm managing $96 billion in assets (as at 31 December 2020). » More Info

Colonial First State

Address: 11 Harbour Street, Sydney 2000, NSW

Phone: 13 18 36

Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988. » More Info

Context Capital Consulting

Address: Level 25, 108 St Georges Tce, Perth WA 6008

Phone: 0439 406 430‬‬‬

Context Capital is a Perth-based boutique investment consultant that primarily serves the needs of financial advice and dealer groups, wealth management firms and family offices. » More Info

DASH

Address: Level 3, 157 Walker St, North Sydney CBD, Sydney 2060, NSW

Phone: 1300 726 008‬

WealthO2 empowers the advisers and their clients, both technologically through innovative efficient solutions as well as commercially, enabling reduction in administration burden and costs, and recovery of margin and control » More Info

DFS Portfolio Solutions

Address: Level 3, 179 Queen Street, Melbourne 3000, VIC

Phone: 0396586704‬‬‬‬‬‬

» More Info

DNR Capital

Address: Level 23, 307 Queen Street, Brisbane 4000, QLD

Phone: 07 3229 5531‬‬

DNR Capital is an Australian investment management company that delivers client-focused, quality, investment solutions to institutions, advisers and individual investors » More Info

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