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Accordius Pty Ltd

Accordius Pty Ltd

 Level 31 525 Collins Street, Melbourne 3001, VIC
Website
Accordius Pty Ltd
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
1
Activus Investment Advisors

Activus Investment Advisors

 Level 22 357 Collins Street, Melbourne 3000, Vic
0439 56 3333
Website
Activus Investment Advisors provides high quality and independent investment advice and model portfolios to our investing clients. More Info
2
Advice Intelligence

Advice Intelligence

 Level 6, 37 Pitt St, Sydney 2000, NSW
1300 242 384‬
Website
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
3
Alvia Asset Partners

Alvia Asset Partners

 283 Elizabeth St, Brisbane City, Brisbane City 4000, QLD
07 31534879‬
Website
Alvia Asset Partners
Alvia Asset Partners seeks to provide the European family office and large endowment styled investment offering to Australian families More Info
4
AMP Capital

AMP Capital

 33 Alfred Street, Sydney 2000, NSW
1800 658 404
Website
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
5
Atlas Funds Management

Atlas Funds Management

 L2, Suite 218, 165 Phillip Street, Sydney 2000, NSW
+612 8304 5190
Website
Atlas Funds Management Pty Ltd (Atlas) is an independent, founder-owned, specialist Australian equities manager, based in Sydney More Info
6
Australian Ethical Investment Ltd

Australian Ethical Investment Ltd

 Level 8, 130 Pitt Street, Sydney 2000, NSW
1800 021 227‬‬
Website
Australian Ethical is Australia’s leading ethical wealth manager, providing investors with products that align with their values and investments without compromise More Info
7
Balmain Funds Management Pty Ltd

Balmain Funds Management Pty Ltd

 Level 14, 60 Castlereagh Street, Sydney 2000, NSW
02 9232 8888‬‬‬‬
Website
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
8
Betashares

Betashares

 Level 6, 50 Margaret Street, Sydney 2000, NSW
1300 487 577
Website
Betashares is a leading Australian fund manager specialising in exchange traded funds (ETFs) and other funds traded on the Australian Securities Exchange (ASX), first launching in 2010 to become one of Australia’s largest managers of ETFs. More Info
9
Blackmore Capital

Blackmore Capital

 Level 2, 302 Lygon Street, Carlton, Melbourne 3057, VIC
‪‬‬‬1300 825 225
Website
Blackmore Capital
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
10
Blackrock

Blackrock

 Level 37, Chifley Tower, 2 Chifley Square, Sydney 2000, NSW
02 9272 2200‬‬
Website
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
11
BT Panorama

BT Panorama

 Tower 2, International Towers Barangaroo, Sydney 2000, NSW
1300 784 207
Website
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
12
Business Health Pty Ltd

Business Health Pty Ltd

 Suite 77 Jones Bay Wharf, 26-32 Pirrama Road, Pyrmont, Sydney 2009, NSW
02 9518 6966‬
Website
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
13
Cameron Harrison Private Pty Ltd

Cameron Harrison Private Pty Ltd

 Level 17, North Tower 80 Collins Street, Melbourne 3000, VIC
03 9655 5000‬
Website
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
14
Challenger Limited

Challenger Limited

 Level 2, 5 Martin Place, Sydney 2000, NSW
0457 194 913
Website
Challenger Limited is an ASX-listed investment management firm managing $96 billion in assets (as at 31 December 2020). More Info
15
Clime Investment Management

Clime Investment Management

 Level 12, 20 Hunter Street, Sydney 2000, NSW
1300 788 568‬‬
Website
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
16
Colonial First State

Colonial First State

 11 Harbour Street, Sydney 2000, NSW
13 18 36
Website
Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988. More Info
17
Context Capital Consulting

Context Capital Consulting

 Level 25, 108 St Georges Tce, Perth WA 6008
0439 406 430‬‬‬
Website
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
18
DASH

DASH

 Level 3, 157 Walker St, North Sydney CBD, Sydney 2060, NSW
1300 726 008‬
Website
DASH
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
19
DFS Portfolio Solutions

DFS Portfolio Solutions

 Level 3, 179 Queen Street, Melbourne 3000, VIC
0396586704‬‬‬‬‬‬
Website
DFS Portfolio Solutions

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