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Investment Management

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Accordius Pty Ltd

Melbourne, VIC

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Alvia Asset Partners

Brisbane City

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Atlas Funds Management

Sydney

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Atrium Investment Management

Sydney

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Australian Ethical Investment Ltd

Sydney, NSW

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Bell Asset Management

Melbourne

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Betashares

Sydney, NSW

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Blackmore Capital

Melbourne, VIC

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Blackrock

Sydney, NSW

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BondAdviser

Melbourne

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BT Panorama

Sydney, NSW

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Cameron Harrison Private Pty Ltd

Melbourne, VIC

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Challenger Limited

Sydney

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Clime Investment Management

Sydney

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Colonial First State

Sydney, NSW

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Dexus

Sydney, NSW

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DFS Portfolio Solutions

Melbourne, VIC

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DNR Capital

Brisbane, QLD

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Drummond Capital Partners

Melbourne

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Elston Asset Management

Brisbane, QLD

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ETFS Management (AUS) Limited

Sydney, NSW

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Fidelity International

Sydney

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Franklin Templeton Australia Limited

Melbourne, NSW

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GDA Financial Services Pty Ltd

Hobart

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Global X Management (AUS)

Sydney

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Harper Bernays Limited

Sydney

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Hyperion Asset Management Limited

Sydney, NSW

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Implemented Portfolios

Sydney, NSW

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Infinity Capital Solutions

Sydney

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Insight Investment

Sydney

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Insync Funds Management Pty Ltd

Sydney, NSW

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InvestSense Pty Ltd

Sydney, NSW

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IOOF

Melbourne, VIC

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Ironbark Asset Management

Sydney, NSW

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Janus Henderson Investors

Sydney

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Joseph Palmer & Sons

Sydney, NSW

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Lifestyle Asset Management Pty Ltd

Sydney, NSW

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Loftus Peak

Sydney

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Lonsec

Sydney, NSW

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Macquarie

Sydney, NSW

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Mason Stevens

Sydney, NSW

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Mercer Investments (Australia) Limited

Sydney, NSW

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Milliman Pty Ltd

Sydney, NSW

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MLC Asset Management

Sydney

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Netwealth

Melbourne, VIC

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Newport Private Wealth Pty Ltd

Melbourne, VIC

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North

Sydney

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Pengana Capital Group

Sydney, NSW

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Perennial Value Management

Sydney, NSW

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Perpetual Group

Sydney

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Perpetual Private

Sydney

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Pinn Deavin Securities Pty Ltd

TAREN POINT, NSW

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Pinnacle Investment Management Limited

Sydney

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Praemium

Melbourne, VIC

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Private Portfolio Managers

Sydney

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Private Portfolio Managers Pty Ltd

Sydney, NSW

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Real Asset Management Pty Ltd

Sydney, NSW

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Resonant

Sydney, NSW

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Russell Investments

Sydney

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Seneca Financial Solutions

Melbourne

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Spire Capital

Sydney

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Stonehouse Financial Partner

Brisbane

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Vanguard Investments Australia

Melbourne, VIC

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Watershed Funds Management Pty Ltd

Melbourne, VIC

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Wealth Management Matters Pty Ltd

Lismore

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Yarra Capital Management

Sydney

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Zenith Investment Partners

Melbourne, VIC

Accordius Pty Ltd

Melbourne, VIC

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

Alvia Asset Partners

Brisbane City

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

Atlas Funds Management

Sydney

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

Atrium Investment Management

Sydney

Atrium is a multi-asset investment manager, creating diversified portfolios for financial advisers, high net-worth individuals & not-for-profit organisations. More Info

Australian Ethical Investment Ltd

Sydney, NSW

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

Bell Asset Management

Melbourne

Bell Asset Management is an active global equity specialist with deep expertise in small and mid-cap (SMID cap) companies. More Info

Betashares is a leading Australian fund manager specialising in exchange traded funds (ETFs) and other funds traded on the Australian Securities Exchange (ASX). Betashares offers access to the broadest range of ETF investment solutions on the ASX More Info

Blackmore Capital

Melbourne, VIC

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

Sydney, NSW

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

BondAdviser

Melbourne

BondAdviser is an employee-owned financial services provider focused on fixed income. More Info

BT Panorama

Sydney, NSW

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

Cameron Harrison Private Pty Ltd

Melbourne, VIC

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

Sydney

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

Clime Investment Management

Sydney

Clime was created to help Australians understand, manage, and expand their wealth. Listed on the ASX in 2001, our team of investment professionals have been helping more and more Australians invest confidently. More Info

Colonial First State

Sydney, NSW

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

Dexus

Sydney, NSW

Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $57.1 billion. More Info

DFS Portfolio Solutions

Melbourne, VIC

DNR Capital

Brisbane, QLD

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

Drummond Capital Partners

Melbourne

Drummond Capital Partners was founded in 2017 to provide wealth management clients with institutional, active investment management via leading managed account technology. More Info

Elston Asset Management

Brisbane, QLD

Elston Asset Management Pty Ltd ABN 37 150 161 765, a corporate authorised representative of EP Financial Services ABN 52 130 772 495 AFSL 325252 (Elston) is a privately owned Australian investment manager established in 2008. More Info

ETFS Management (AUS) Limited

Sydney, NSW

ETF Securities Australia is an expert, independent provider of accessible investment solutions. We are pioneers in specialist investments, having developed the world’s first gold exchange traded commodity. More Info

Fidelity International

Sydney

Fidelity International offers investment solutions, services & retirement expertise to 2.88+ million customers globally (Asia-Pacific, Europe, the Middle East & South America). Long term investment approach, privately held with 50 years+ experience More Info

Franklin Templeton Australia Limited

Melbourne, NSW

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organisation with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes. More Info

GDA Financial Services Pty Ltd

Hobart

At GDA, our strength lies in delivering strategic, personalised financial planning advice built on decades of knowledge and experience. More Info

Global X Management (AUS)

Sydney

Global X ETFs is a fully-owned subsidiary of Mirae Asset Financial Group, a global industry leader with 50 offices and over 12,000 employees worldwide. More Info

Harper Bernays Limited

Sydney

Founded in 1988, Harper Bernays is one of Australia’s longest-standing independent investment managers servicing high net worth individuals, family offices and non-profit organisations More Info

Hyperion Asset Management Limited

Sydney, NSW

Hyperion Asset Management is an Australian boutique fund manager established in 1996. More Info

Implemented Portfolios

Sydney, NSW

Implemented Portfolios is an Individually Managed Account service, founded in 2010 and operating as a Managed Discretionary Account provider. On the 4th of August 2022, Implemented Portfolios was acquired by Lonsec Holdings and is now part of the Lon More Info

Infinity Capital Solutions

Sydney

Infinity Capital Solutions (Infinity) operates autonomously within the Viridian Financial Group, with a team of over 40 investment professionals located across Australia. More Info

Insight Investment

Sydney

Insight is a leading global asset manager, responsible for over a trillion dollars in assets under management across fixed income, multi-asset and risk management solutions for institutional and wholesale clients More Info

Insync Funds Management Pty Ltd

Sydney, NSW

Since 2012 we have been advising IMAs. our specialty is in large-cap listed global companies with a unique difference as to how we invest. More Info

InvestSense Pty Ltd

Sydney, NSW

InvestSense is an investment management consultancy firm founded in 2014. More Info

IOOF

Melbourne, VIC

Today, IOOF is the largest independent financial services group in Australia. We are an ASX top 100 company with $143 billion (as at 31 March 2017) in FUMAS, and we currently provide services to more than 600,000 customers around Australia. More Info

Ironbark Asset Management

Sydney, NSW

Ironbark seeks to build investment solutions that are relevant and meet the needs of its distributors and investors More Info

Janus Henderson Investors

Sydney

Janus Henderson is a global asset manager with more than 345 investment professionals and expertise across all major asset classes. Our individual, intermediary and institutional clients span the globe and entrust us with more than AUD $520.5bn More Info

Joseph Palmer & Sons

Sydney, NSW

 Joseph Palmer combines a long history, vast experience, and a capacity to bring foresight to the investment table for the benefit of its clients More Info

Lifestyle Asset Management Pty Ltd

Sydney, NSW

Our team of advisers is comprised of professionals and experts across a range of sectors from accountants and real estate agents to mortgage brokers and financial planners. More Info

Loftus Peak

Sydney

The Loftus Peak Global Change Model Portfolio (the Portfolio) is a Managed Discretionary Account (known as Separately Managed Account) designed for Wholesale or Sophisticated investors More Info

Lonsec

Sydney, NSW

For more than 20 years, Lonsec has empowered financial services professionals with disciplined, actionable investment research, securities services and strategies that add value to their client relationships. More Info

Macquarie

Sydney, NSW

Macquarie has been a specialist managed account provider since 2000, and has over $1.4b in funds under management. More Info

Mason Stevens

Sydney, NSW

Mason Stevens was founded in 2010 and has evolved into a leading specialist wealth management platform operator based in Sydney, Australia. With over $6.7bn funds under management and administration, More Info

Mercer Investments (Australia) Limited

Sydney, NSW

Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. More Info

Milliman Pty Ltd

Sydney, NSW

Milliman is among the world’s largest institutional global risk managers in the world, providing investment advisory, hedging and consulting services on $240 billion AUD as of 31st March 2023. More Info

MLC Asset Management

Sydney

We have evolved from the pioneer of the multi-manager investment approach in Australia, to a provider of a broad suite of investment capabilities across a range of multi-asset and single asset classes and our commitment to continuous improvement rema More Info

Netwealth

Melbourne, VIC

Netwealth is part of the Netwealth Group (headed by Netwealth Group Limited), which provides a range of innovative and award winning investment, superannuation and advice solutions and today looks after over $9 billion. More Info

Newport Private Wealth Pty Ltd

Melbourne, VIC

NPW are specialists in investment advisory and portfolio management for wholesale individuals/SMSFs, financial advisers & institutions (globally) with a quant driven focus on both in-house and 3rd party absolute return strategies. More Info

North

Sydney

North is one of the largest wrap platforms in Australia with funds under administration of $72bn*. With deep experience and understanding of the advice industry, North was created by advisers for advisers More Info

Pengana Capital Group

Sydney, NSW

Pengana Capital Group is a listed funds management group focused on listed and unlisted equities, managing eleven active strategies in Global and Australian markets. More Info

Perennial Value Management

Sydney, NSW

Perennial Value is a specialist, active investment management firm. Formed in 2000 and led by well-known Value investor John Murray. More Info

Perpetual Group

Sydney

Perpetual Group has been serving Australians since 1886. Today, we are an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, providing asset management, wealth management and trustee services to local & international clients More Info

Perpetual Private

Sydney

Perpetual Private is among Australia’s largest and most respected wealth managers, with dedicated investment teams focused on managing direct Australian equities and multi-manager portfolios covering all asset classes.... More Info

Pinn Deavin Securities Pty Ltd

TAREN POINT, NSW

A boutique full service firm that assists families and other long term wealth accumulators through direct investment management. More Info

Pinnacle Investment Management Limited

Sydney

Pinnacle is a leading Australian-based multi-affiliate investment management firm. Our mission is to grow and support a diverse stable of world-class investment management firms. More Info

Praemium

Melbourne, VIC

Since 2001 Praemium has been empowering advisers, dealer groups, stockbrokers and private wealth businesses to deliver an exceptional wealth management experience to investors through our proprietary technology and a scalable and efficient managed ac More Info

Private Portfolio Managers

Sydney

For almost 30 years PPM has managed funds with a distinctive long-term approach that has set us apart. Our Individually Managed Account (IMA) and Separately Managed Account (SMA) solutions enable advisers to access our investment management More Info

Private Portfolio Managers Pty Ltd

Sydney, NSW

PPM is a boutique investment manager and manages individual portfolios in Australian and International equities incorporating the specific tax considerations, risk appetite and income requirements of each client. More Info

Real Asset Management Pty Ltd

Sydney, NSW

Real Asset Management Group is an Australian owned Wealth and Asset Management firm, with offices in Sydney, Melbourne, Brisbane and Hong Kong More Info

Resonant

Sydney, NSW

Resonant is an established investment management & asset consulting firm with offices in Sydney and Perth, specialising in providing high calibre wealth management firms & their clients with tailored & diversified, private label managed accounts. More Info

Russell Investments

Sydney

Russell Investments is a global investment solutions partner, dedicated to helping investors reach their long-term goals More Info

Seneca Financial Solutions

Melbourne

Seneca is a boutique investment specialist, focused on managed accounts. We assist financial planning practices develop, coordinate, and deliver timely investment portfolio advice to their clients, through a framework and philosophy aligned with the More Info

Spire Capital

Sydney

Spire Capital selectively searches global private markets in line with key investment themes, including digitalisation, energy transition, affordable housing and food security & sustainability. Spire conducts due diligence, creates customised access More Info

Stonehouse Financial Partner

Brisbane

Stonehouse is a privately owned & operated company allowing Stonehouse to offer the highest quality advice to clients, enhanced through the use of internally and externally researched investment, superannuation, and insurance solutions. More Info

Vanguard Investments Australia

Melbourne, VIC

Vanguard was founded in the United States in 1975 on a simple but revolutionary idea - that an investment company should manage the funds it offers in the sole interest of its clients. More Info

Watershed Funds Management Pty Ltd

Melbourne, VIC

Watershed Funds Management is an independently owned Investment Manager More Info

Wealth Management Matters Pty Ltd

Lismore

Wealth Management Matters offers their partner firms a collaborative and professional partnership in which they are provided with the tools to effectively direct and lead their clients towards their desired outcomes. More Info

Yarra Capital Management

Sydney

Yarra Capital Australia offers the benefits of extensive global resources combined with the local expertise and long-standing experience of our Sydney based investment team to deliver progressive solutions that align to the various goals of investors More Info

Zenith Investment Partners

Melbourne, VIC

For more than two decades, Zenith Investment Partners has been delivering premium investment research and portfolio construction services to the Australian market - services designed for retail financial advisers, by industry experts. More Info

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