Sentinel Financial Group
Sentinel Financial Group is a specialist investment, wealth management and technology company.
Our culture is conservative and our first instinct is to protect client funds. However, our mindset is modern and strongly embraces innovation.
Sentinel assists with the complete spectrum of investment management from portfolio design through to client presentation,...
Innova Asset Management
Innova Asset Management is a boutique investment management firm based in Australia, established in 2010. The company specializes in risk-focused portfolio solutions tailored to each client's unique risk tolerance. Innova is dedicated to helping individuals achieve their financial goals through consistent investor outcomes and a behavioral investing framework.
The firm...
FinClear
FinClear Group is a leading independent technology and infrastructure provider for financial markets in Australia, established in 2015. The company has expanded through strategic acquisitions, including Dion Australia, Pershing Securities Australia, and Transact1, while adding FCX to its portfolio. Headquartered in North Sydney, FinClear operates under three main brands: FinClear,...
Evergreen Consultants
Evergreen Consultants is a boutique investment consulting firm based in Sydney, established in 2015. The firm specializes in tailored asset consulting and managed account solutions, operating with a team of 23 professionals. Evergreen focuses on building collaborative partnerships with financial advisors, families, foundations, and not-for-profits to help clients achieve their...
AZ Sestante
AZ Sestante is a specialist investment consultant focused on designing and managing a range of multi-manager model portfolios via SMAs, MDAs, and fund of funds. Our parent company Azimut is Italy's largest independent asset manager listed on the Italian stock exchange. The group manages over AU$187 billion in assets under...