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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
1

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
2

Context Capital Consulting

 Perth
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
3

Evergreen Consultants

 Sydney, NSW
Evergreen Consultants is a leading independent investment consulting firm. We partner with high-quality financial advisory firms to provide their clients with an enhanced, tailored investment experience. More Info
4

FE fundinfo

 Sydney, NSW
FE fundinfo is a leading supplier of data, software, research & reporting tools to financial advisers, fund managers, platforms and research houses across Australia & internationally. FE fundinfo resulted from a 2018 merger between FE, fundinfo & F2C More Info
5

InvestSense Pty Ltd

 Sydney, NSW
InvestSense is an investment management consultancy firm founded in 2014. More Info
6

J B Were 

 Sydney, NSW
JBWere Limited is a wholly owned subsidiary of the NAB Group and provides clients with an extensive array of investment options and delivering leading investment research insights, solutions and portfolio management services. More Info
7

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
8

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
9

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
10

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
11

Resonant

 Sydney, NSW
Resonant is an Investment Consultant and specialist SMA Manager based in Sydney With a focus on “Quantamental” investing, Resonant provides institutional grade investment expertise to planners and wealth managers, in order to enhance and streamline More Info
12

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
13

SQM Research

 North Sydney
SQM Research is a privately Australian owned Research and Data business providing ratings and data tools across all asset classes, including SMA portfolios More Info
14

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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