Capital Preferences

Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally …

Macquarie Asset Management

Macquarie Asset Management is a conviction-based, long-term global asset manager with offices in the United States, Australia, Asia …

Commspace

Capture and collate all your commission and fee statements onto one platform which then generates insightful and powerful, …

PortfolioMetrix

PortfolioMetrix was founded to help professional advisers achieve financial security and well-being for their clients, while building a …

Dimensional

The assets we manage represent more than shares in a portfolio. That money represents the savings, sacrifice, and …

intelliflo

intelliflo is a global leader in financial advice technology; providing solutions that power and streamline the advisory experience …

Allianz Retire+

We are an Australian company dedicated to developing retirement products to meet the unique needs of Australian retirees. We …

Franklin Templeton

Franklin Templeton has been partnering with clients in Australia since 1987, and we are proud of the heritage …

North Platform

North is one of the largest wrap platforms in Australia. With deep experience and understanding of the advice …

HOPE Housing

The housing affordability problem is very real for Australia’s essential workers. They’re increasingly being priced out of the …

MLC Life Insurance

MLC provides investments and superannuation to corporate, institutional and retail clients. We’re all about using our expertise and …

Pendal

Pendal is a global investment manager focused on delivering superior investment returns for clients through active management. Our …

Vital Business Partners

We are an Australian company that has operations in the Philippines that provides business growth, consulting, and delivery …

MyProsperity

An all-in-one client portal that has innovative, digital tools for fact finds, collaboration and compliance to maximise business …

Optimo

Optimo Financial’s principals, Hugh Bannister and Dr. Ken Stocks, began business life as mathematical modellers. For over 30 …

Douugh

Changing your relationship with money. We’re on a mission to help people manage & grow their money, to …

SSGA

We are innovators and problem solvers, stewards and educators. With experts across the globe, we are the quiet …

FPA

As Australia’s leading professional association for financial planners, the Financial Planning Association (FPA) represents the interests of the …

T. Rowe Price

As a premier global asset manager, we identify and actively invest in opportunities to help people thrive in …

Maple-Brown Abbott

Our staff are the powerhouse of our success. Our people believe in what they do and act with …

Sharesight

Sharesight is an award-winning online investment portfolio tracker used by over 400,000 DIY investors and finance professionals in …

Allan Gray

At Allan Gray, our highly focused investment approach lets us keep things simple, including offering our investors a …

MoneyGPS

moneyGPS is owned by Fiduciary: An Australian fintech created by two industry execs that brings the best of …

Ox Capital Management

Founded in 2021, Ox Capital Management (OxCap) brings together a team of experienced emerging market investors led by …

Fintalkr

FinTalkr™ is a Conversational AI-driven platform to help financial service advisors dramatically increase their productivity; giving them more …

Vanguard

Vanguard isn’t owned by public shareholders. It’s owned by the people who invest in our funds. Our owners …

Challenger Investment Management

Challenger Investment Management is an alternative investment manager covering a global opportunity set in credit. The Challenger Investment …

abrdn

Abrdn is the largest active asset manager in the UK, with investments in equities, multi-asset, fixed income, liquidity, …

Iress

We harness the power of technology to enable a smarter financial system that delivers more for everybody From …

Orbis

Orbis has been confidently investing in undervalued and ignored global stocks for over 30 years, applying the same …

Fidelity International

At Fidelity International, our purpose is to work together to build better financial futures for our clients and we believe …

Insignia

A company with decades of proud history From people just starting out, to those about to retire. Every …

First Sentier Investments

First Sentier Investors (formerly Colonial First State Global Asset Management) is a global asset management group focused on …

Fidante

At Fidante, we provide investors with access to best-in-class investment managers. We are one of Australia’s largest active …

ClearBridge Investments

ClearBridge Investments is a global equity manager committed to delivering consistently superior risk-adjusted investment performance to investors. We …

Russell Investments

We are a leading global investment solutions partner, dedicated to improving people’s financial security.

Global X

EMPOWERMENT We are committed to making well-researched and professionally managed solutions widely accessible, empowering investors to pursue their …

Rebeco

Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds. Research …

Futurity

We are an independent and mutually structured financial institution and Australia’s leading issuer of tax-effective, life-event Education Bonds. …

DASH

Historically the software, platform and even wealth management space has been dominated by a take or leave it …

iPartners

iPartners provides self directed and advised wholesale investors access to institutional grade alternative assets for wealth creation, income …

Plutosoft

Plutosoft is a comprehensive cloud-based financial planning software and practice management program. Created in a financial planning practice, …

OpenInvest

Investing can be complex, difficult and time consuming. That’s why we created OpenInvest. A solution for investors by …

AIA

AIA Australia is a leading life insurance specialist with 50 years’ experience and purpose to make a difference …

BlackRock

As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone …

MetLife

MetLife, Inc. is a leading global provider of insurance, annuities and employee benefit programs. Through its subsidiaries and …

Milford

Milford was formed in 2003 by an experienced group of investors who recognised the need for an investment …

PIMCO

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our …

MoneySoft

Moneysoft’s heritage lies within the financial services industry, supporting strong financial advice. We firmly believe that cash flow …

Zurich

Zurich Financial Services Australia (Zurich Australia & New Zealand) is the local arm of Zurich Insurance Group (Zurich) …

HUB24

HUB24 was established in 2007 by a team with a strong track record of delivering market-leading solutions in …

Advice Intelligence

a.i. provides financial advisers with a new world of digital tools within our integrated, intelligent, and simplified financial …

Netwealth

Netwealth was created with an entrepreneurial spirit to challenge the conventions of Australia’s financial services. We are a …

Mason Stevens

On top of offering superior platform technology, we focus on empowering financial advisers to deliver on their clients’ …

SuperGuardian

SuperGuardian has been passionately supporting Trustees, Financial Advisers and Accountants for more than 18 years. SuperGuardian was established …

Astute Wheel

Astute Wheel is an Australian owned fin-tech business providing financial planning software and estate planning tools for financial …

Innova

This is why advice is so deeply entrenched with managing behavioural biases. It is a way for advisers …

Alphinity

As a specialist, active, core equities investment manager, our aim is simple and effective: to identify opportunities across …

Schroders

Schroders is an investment manager with broad expertise across public and private markets, investing on behalf of savers …

TAL

As one of Australia’s leading life insurers we’ve learnt that the most important part of life isn’t the …

Perpetual

Perpetual is an Australian investment fund and trustee group in the S&P/ASX 200. The company provides investment products, …

Morningstar

At Morningstar Australasia we’re motivated by our mission to create great products that help investors reach their financial …

Macquarie

Macquarie is a global financial services group operating in 34 markets in asset management, retail and business banking, …

iExtend

iExtend Holdings Company Pty Ltd (iExtend) helps Australians maintain valuable life insurance cover when they need it most. …

Generation Life

Generation Life has been providing Australians with tax effective investment solutions for over 17 years. Our tax effective …

Drummond

Drummond Capital Partners was founded in 2017 to provide wealth management clients with institutional, active investment management via …

Challenger

Challenger Life is Australia’s largest provider of annuities and provides regular income to thousands of customers. We’re a …

CFS

For over 30 years, we’ve been helping Australians work towards a better financial future. Supporting them through their …

Capital Group

A global investment manager, we’ve helped investors succeed by remaining true to our values and approach. They include …

Australian Retirement Trust

The Australian Retirement Trust is an Australian superannuation fund headquartered in Brisbane, Queensland. With $230bn under management and …