Fourth Line
Fourth Line empowers licensees & advisers to build trust and deeper relationships with clients through quality advice.
For too long, compliance has been a "one size fits all" backward looking "cop on the beat". Not engaging with advisers, but rather interrogating past mistakes.
Fourth Line sees compliance as an advice...
FMA Wealth Management
FMA Wealth was founded in 2001 by Frank MacDonagh and the firm is based in beautiful Manly, NSW. We believe in a boutique approach so that we have close, strong and successful relationships with our clients.
Our clients seek our specialist guidance and experience in navigating the complexities of wealth...
FirstStep Investments
FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors. FirstStep's technology is the engine that helps people achieve their financial goals.
Seeking partnerships with Asset Managers, Wealth Managers and Financial Advisers
Core Services include providing technology integrated...
Finura Group
Finura Group is a technology partner dedicated to enhancing the delivery of financial advice through innovative wealth management solutions. With a team that boasts 175 years of combined industry experience, the company focuses on authenticity, simplicity, and building long-term partnerships. As an independent WealthTech strategy and execution firm, Finura Group...
Finserv FInancial Solutions Pty Ltd
Everyone wants their financial needs to be simple, straight forward and effortless. Our commitment to client service ensures a hassle-free and financially satisfying consumer experience. We have the confidence, competence and experience to get the job done. We have infinite industry knowledge and are committed to excellence. We take the...
Fat Prophets
Fat Prophets is a financial services company founded in 2000 by Angus Geddes, a stockbroker based in Sydney. The company has expanded internationally, with offices in Sydney, London, and Auckland, and is recognized in the financial sector for its value investing philosophy and contrarian approach.
The company offers a variety...
Ensure Recruitment
Ensure Recruitment is a leading recruitment agency specializing in insurance and wealth management, founded in 2009. Based in Sydney, Australia, it operates across Australia and New Zealand and is recognized as the largest specialist insurance recruitment firm in the region. The agency places over 500 candidates annually and employs around...
Endeavor Asset Management
Endeavor is a high conviction, active investment manager founded by Chief Investment Officer Robert
Mead in 2010. We have a history of strong returns as a small companies specialist investing in ASX-listed
companies (long only) with an unrestricted cash weighting. Endeavor provides tailored solutions to clients
through our High Conviction,...
Fiducian Group Limited
Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing the best solutions for clients to reach their financial and lifestyle goals.
The Fiducian Group is a specialist financial services organisation established...
Commonwealth Bank
Australia's leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services.
We are a business with more than 800,000 shareholders and over 52,000 employees. We offer a full range of financial services to help all Australians build and...
Colonial First State
We've helped over 3 million Australians and counting.
We provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. Our wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity.
The privacy...
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...
Alteris Financial Group
Alteris Financial Group provides financial advisory and management for individuals and families across generations.
We help you grow and preserve your wealth, unlock value through good tax structuring, and help you and your loved ones live well by making the right financial decisions. It's all about peace of mind at...