Business Listings

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. 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

3. 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

4. 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

5. DFS Portfolio Solutions

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

Phone: 0396586704‬‬‬‬‬‬

» More Info

6. 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

7. Evolutionary Portfolio Services

Address: Level 13, 90 Collins St, Melbourne 3000, VIC

Phone: 0405 131 713‬ Mobile: 0405 131 713‬

Evolutionary Portfolio Services is a boutique investment consulting business established with the understanding of the need for tailored solutions. We work with financial planning practices and principals to improve their investment solutions. » More Info

8. 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

9. InvestSense Pty Ltd

Address: Level 24, 300 Barangaroo Avenue, ., Sydney 2000, NSW

Phone: 0421 582 282‬‬

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

10. Lonsec

Address: Level 21, 200 George Street, Sydney 2000, NSW

Phone: 03 9623 6300

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

11. Milliman Pty Ltd

Address: Level 5, 32 Walker St, North Sydney 2060, NSW

Phone: 02 8090 9100‬

Milliman is among the world’s largest institutional global risk managers in the world, providing investment advisory, hedging and consulting services on $145 billion USD in global assets (as of 31st March, 2017). » More Info

12. Morningstar Investment Management Australia Ltd

Address: Australia Square Level 36, 264 George Street, Sydney 2000, NSW

Phone: (02) 9276 4550

Morningstar Investment Management Australia Limited is part of Morningstar Inc. a listed company and a leading provider of independent investment research in North America, Europe, Australia, and Asia. » More Info

13. Resonant

Address: Level 3, Suite 2, 7 Macquarie Place, Sydney 2000, NSW

Phone: ‪‬‬‬(+61) 2 9188 380 Mobile: 1300730032

Resonant is an Investment Consultant and Asset Manager based in Sydney. With a focus on “Quantamental Investing”, Resonant provides institutional grade investment expertise to wealth management groups in order to enhance and streamline their business » More Info

14. Zenith Investment Partners

Address: Level 34, 360 Collins Street226872, Melbourne 3000, VIC

Phone: ‪‬‬‬(03) 9642 3320‬‬

Zenith Investment Partners is one of Australia’s leading investment research consultants with a 16-year track record of researching, rating and building portfolios of managed funds for advice practices nationally. » More Info

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Activus Investment Advisors

Bellmont Securities

Blackmore Capital

Cameron Harrison Private Pty Ltd

DFS Portfolio Solutions

Evergreen Consultants

Evolutionary Portfolio Services

Harbour Reach Investment Strategy

InvestSense Pty Ltd

Lonsec

Milliman Pty Ltd

Morningstar Investment Management Australia Ltd

Resonant

Zenith Investment Partners