Managed Accounts Directory

1. 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

2. AMP Capital

Address: 50 Bridge St, Sydney 2000, NSW

Phone: 1800 658 404 Fax: 1800 630 066

AMP Capital is a leading investment house with A$165.4 billion (as at 31 Dec 2016) in funds under management. » More Info

3. 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

4. Bellmont Securities

Address: Suite 5, Level 9, 70 Phillip St, Sydney 2000, NSW

Phone: 02 8042 1990

Bellmont Securities is a boutique Australian portfolio manager and broker, offering research-driven share portfolios to individuals and financial intermediaries. » More Info

5. 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

6. Blackmore Capital

Address: Suite 4, Level 1, 281 Brunswick Street, Fitzroy, Melbourne 3065, VIC

Phone: ‪‬‬‬(03) 9288 9404‬

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

7. 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

8. Bravura Solutions Limited

Address: Level 6, 345 George Street, Sydney 2000, NSW

Phone: 02 9018 7800‬‬‬

Bravura Solutions Limited is a leading provider of software solutions for the wealth management, life insurance and funds administration industries, underpinned by functionally rich technology enabling modernisation, consolidation and simplificity. » More Info

9. 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

10. 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

11. 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

12. Canaccord Genuity

Address: Level 4, 60 Collins Street, Melbourne 3000, VIC

Phone: 03 8688 9100‬ Fax: 03 8688 9155

We are part of Canaccord Genuity Group Inc., a publicly traded company (symbol CF) on the Toronto Stock Exchange. Established in 1950, we are a leading global financial services firm, operating in private wealth and capital markets in 10 countries. » More Info

13. 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

14. DFS Portfolio Solutions

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

Phone: 0396586704‬‬‬‬‬‬

» More Info

15. Elston Asset Management

Address: Level 5 Elston House, 850 Ann Street, Fortitude Valley, Brisbane 4001, QLD

Phone: 1300 357 866 Fax: 07 3211 9555

Elston is a privately owned Australian investment manager established in 2008. Specialising in managed accounts, Elston aims to provide investment solutions focused on long term returns to build investors wealth. » More Info

16. Evergreen Consultants

Address: Level 13, 1 Macquarie Place, Sydney 2000, NSW

Phone: 0409119233

Evergreen Consultants is an investment consultancy, specialising in helping financial planning business build and manage model portfolios. » More Info

17. Financial Simplicity Australia Pty Ltd

Address: Level 32, 200 George St, Sydney 2000, NSW

Phone: 1300 363 053

Financial Simplicity is an international wealth management services and technology company founded in 2003, based in Sydney, Australia. » More Info

18. Franklin Templeton Investments Australia Limited

Address: Level 30, Aurora Place, 88 Phillip Street, Sydney 2000, NSW

Phone: 1 800 673 776‬‬‬

Franklin Templeton Investments Australia Limited, is a wholly owned subsidiary of Franklin Resources, Inc. one of the world’s largest asset management groups with more than AUD $966bn in assets under management on behalf of investors. » More Info

19. Grow Wrap

Address: 242 Pitt Street, Sydney 2000, NSW

Phone: 1800 094 423

Grow Wrap is an all in one Wrap solution with the flexibility to grow with you. Grow Wrap is designed for investors who want to take control of their super, pension and personal investments with the help of their financial adviser » More Info

20. Harbour Reach Investment Strategy

Address: PO Box 165, St Leonards, Sydney 1590, NSW

Phone: +61488977744‬‬

Our purpose is to offer user-friendly research, designed specifically for managed account operators, research desks and investment decision-makers in the wealth sector. » More Info

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