Partners

Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988. We’re a proud leader in our field with expertise spanning a range of wealth management solutions. We’re committed to providing the best possible outcomes over the long term for all our customers. We believe...

Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988. We’re a proud leader in our field with expertise spanning a range of wealth management solutions. We’re committed to providing the best possible outcomes over the long term for all our customers. We believe in the value of advice and understand the important role independent financial advisers play in helping Australians secure their financial future. That's why we continually strive to offer you the same level of service and support that you strive to provide to your clients. From our national BDM network and specialist support teams, to our award-winning FirstTech team, we’re committed to providing you with the personal service and support you need to help your clients be ready for what’s next.

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colonialfirststate.com.com.au

Banking and Financial Services (BFS) comprises Macquarie’s financial services and retail banking businesses, providing a diverse range of wealth management, personal and business banking products and services to retail clients, advisers, brokers and business clients. As at 31 March 2018, the group had total BFS deposits1 of $A45.7 billion, an...

Banking and Financial Services (BFS) comprises Macquarie’s financial services and retail banking businesses, providing a diverse range of wealth management, personal and business banking products and services to retail clients, advisers, brokers and business clients. As at 31 March 2018, the group had total BFS deposits1 of $A45.7 billion, an Australian mortgage portfolio of $A32.7 billion and funds on platform2 of $A82.5 billion. Macquarie Wealth Management provides clients with a wide range of wrap platform and cash management services, investment and superannuation products, financial advice, private banking and stockbroking. It delivers products and services through institutional relationships, adviser networks and dedicated direct relationships with clients. 1. BFS deposits exclude corporate/wholesale deposit balances. 2. Funds on platform includes Macquarie Wrap and Vision.

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macquarie.com/au/personal

The Fiducian Group is a specialist financial services organisation providing financial planning, funds management, superannuation, investment platform administration, information technology and accounting/accountancy resourcing services. Its securities are quoted on the ASX under the code FID. Management is committed to working towards the following: Our Mission : To help people build wealth...

The Fiducian Group is a specialist financial services organisation providing financial planning, funds management, superannuation, investment platform administration, information technology and accounting/accountancy resourcing services. Its securities are quoted on the ASX under the code FID. Management is committed to working towards the following: Our Mission : To help people build wealth and feel more confident about their financial future Our Vision: To provide smart investment solutions and make a positive change in the lives of our clients, investors, staff and shareholders Our Core Values: Integrity, Trust and Expertise

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fiducian.com.au

FinEx Wealth is the only user interface your firm needs to create, manage and administer your clients’ investment portfolios. We provide our customers with access to a range of solutions built on the latest technology platforms, to giving you operational efficiency, simple audit and compliance, and improved speed to market. ...

FinEx Wealth is the only user interface your firm needs to create, manage and administer your clients’ investment portfolios. We provide our customers with access to a range of solutions built on the latest technology platforms, to giving you operational efficiency, simple audit and compliance, and improved speed to market. Built in Australia for Australian firms, our teams in Sydney and Melbourne provide flexible, timely support so your business can focus on the most important thing – your clients. We do not have our own advice clients, nor do we engage directly with your end investors. As an outsourced provider we deal only with you, the AFSL holder, to provide the operational efficiencies as well as the expert knowledge your firm requires in managing its direct investment needs. Our services include: • Advice Desk – the AFSL holders’ full service broker • Portfolio Administration – Investment management and tax reporting • Managed Accounts and Managed Discretionary Accounts – all the right tools to create and manage MAs and MDAs with our automated, streamlined solution • ECM – Access to capital raisings and IPOs.

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finex.com.au

FinPal is the future of financial planning software. A complete business management and client engagement solution, it has been designed from the ground up to help financial advice businesses deliver a compelling, client-centric, experience to a greater number of clients, at lower costs. Building on the power of Microsoft’s Dynamics...

FinPal is the future of financial planning software. A complete business management and client engagement solution, it has been designed from the ground up to help financial advice businesses deliver a compelling, client-centric, experience to a greater number of clients, at lower costs. Building on the power of Microsoft’s Dynamics 365 CRM for its foundation, FinPal leverages Microsoft’s, cutting-edge, cloud technologies to provide a scalable, reliable and secure solution that integrates seamlessly with the Office 365 software most advisers are already using in their business. FinPal is intuitive to use and includes all the core features advisers need, providing immediate value out of the box. While the open-architecture and publicly available interfaces of Dynamics CRM, give you complete control of your data, enable integration with other systems and allow for ongoing adaptation to your unique business needs.

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finpal.com.au

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers...

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth’s award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. *Joint winner, award for ‘Overall Satisfaction with Platform’, Investment Trends 2017 Planner Technology Report; Winner, award for ‘Best Platform Overall', Investment Trends 2016 Platform Benchmarking Report

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nethwealth.com

Moelis Australia Asset Management originates and manages investment opportunities for sophisticated and institutional investors in real estate, credit, private equity and venture capital with more than $3 billion assets under management. We are a principal investor in our funds ensuring strong partnerships and aligned objectives with our growing base domestic...

Moelis Australia Asset Management originates and manages investment opportunities for sophisticated and institutional investors in real estate, credit, private equity and venture capital with more than $3 billion assets under management. We are a principal investor in our funds ensuring strong partnerships and aligned objectives with our growing base domestic and international wholesale investors. Deep investment experience and access to both Moelis Australia’s leading corporate advisory services and the growing global network creates innovative and specialised opportunities for investors. Moelis Australia Asset Management is part of ASX-listed Moelis Australia, a financial services firm also operating in Corporate Advisory and Equities.

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moelisaustralia.com

BetaShares is a leading manager of ETFs and other Funds that are traded on the Australian Securities Exchange (‘ASX’). Our aim is to provide intelligent investment solutions, which help Australian investors meet their financial objectives. With a broad range of products now trading on the ASX, our range of Funds...

BetaShares is a leading manager of ETFs and other Funds that are traded on the Australian Securities Exchange (‘ASX’). Our aim is to provide intelligent investment solutions, which help Australian investors meet their financial objectives. With a broad range of products now trading on the ASX, our range of Funds is one of the largest and most diverse available in the market. We offer investors simple to use and cost-effective access to equities, cash, currencies, commodities and alternative strategies. As at 31 May 2018, BetaShares manages approximately $5.5 billion in assets. BetaShares is owned and managed by its Australian based management team along with a strategic shareholding from Mirae Asset Global Investment Group, one of Asia’s largest asset management firms. As at May 2018, Mirae manages over US$120 billion.

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betashares.com.au

The Association of Independently Owned Financial Professionals [AIOFP] was registered in 1998 by a group of independently owned Advisers to differentiate their practices in an institutionally dominated market place. To be a member the practice must not have any institutional ownership, be of good fame and operate its own AFSL....

The Association of Independently Owned Financial Professionals [AIOFP] was registered in 1998 by a group of independently owned Advisers to differentiate their practices in an institutionally dominated market place. To be a member the practice must not have any institutional ownership, be of good fame and operate its own AFSL. The AIOFP now also accepts individual members under these conditions. AIOFP’s founding objective was to protect and promote the interests of members and their clients without fear or favour, we have and always will act in our members best interests. AIOFP’s point of difference to other market options is its members, Board and management are all from the independently owned sector - we are not influenced or dictated to by other agendas or factions in our membership. The AIOFP are pleased that ASIC has recently recognised the role AIOFP and its members play by allowing our members to display the AIOFP logo on promotional material subject to a suitable disclaimer. AIOFP is the largest Association representing the Independently owned sector with over 3,000 advisers in its membership.

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aiofp.net.au

The Invictus Games is an international adaptive sporting event for wounded, injured and ill service men and women, both active duty and veteran. The Games use the healing power of sport to inspire recovery, support rehabilitation and celebrate the crucial role played by family and friends. The Invictus Games will...

The Invictus Games is an international adaptive sporting event for wounded, injured and ill service men and women, both active duty and veteran. The Games use the healing power of sport to inspire recovery, support rehabilitation and celebrate the crucial role played by family and friends. The Invictus Games will be held ‘Down Under’ in Sydney from 20-27 October 2018.

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invictusgames2018.org

Momentum Connect is a creative content and experience marketing agency. We help businesses to become dynamic media enterprises in their own right – maximising the effectiveness of their content, events, experiences, blogs, social media, podcasts, videos, webinars, native advertising, media relations, email marketing and influencer outreach.
https://www.momentumconnect.com.au/

Momentum Media Group connects audiences to information. Across Australia's professional and financial services sectors, Momentum Media Group plays an integral role delivering insightful market intelligence via multiple platforms, including digital, events, social, print, broadcast and research.
www.momentummedia.com.au