Partners

Supporting The Principals’ Community with selected Business Partners and the ongoing Professional Development Education program.

Business Partners

Morning Star

Know more. Do more. Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips.

Advant

Your clients. Your message. Your way. Advant Plus- a powerful communication tool for the financial services industry.

Compliance Matters

Compliance matters is here to help provide you with a pro-active partnering solution that aims to enhance the service you provide your clients, which is after all what it is all about.

FIN365

Fin365 helps our financial services customers unlock the power of Microsoft 365 enterprise technologies; turning these powerful tools into instantly useful solutions that deliver tangible benefits for your business. Discover Fin365’s industry specific solutions.

FS Recruitment

FS Recruitment Solutions was founded entirely to focus on providing the best talent for an organisation, and finding the best roles to assist job seekers with career progression.

PKF (Audits)

Audit & Assurance services, A fresh, vibrant and viable alternative. Unlock valuable insights into your business that can help you get closer to your goals.

Acceptance Finance

Our aim is to relentlessly pursue the creation & protection of our clients' wealth by offering competitive and suitable lending solutions to their financial needs. We strive to provide the personal care required to make the experience nothing but positive.

Zenith Investment Partners

Our flagship research and portfolio insights platform, giving you the ability to create your own portfolios and compare, filter and analyse investment solutions to meet the changing needs of your clients.

Iress

Aim high deliver more Iress is a technology company providing software to the financial services industry. Our software is used by more than 10,000 businesses and 500,000 users globally.

Advice Regtech

Supervision and Monitoring Intelligence. Ebnabling efficient and effective advice file compliance checking.

Fourth Line

A rigorous risk management and compliance system. Improving the quality of financial advice.

McDougall Kelly & Martinis

In the event of a claim, our clients trust us to protect their business assets and their reputations. We work collaboratively with our clients, their insurers, and our panel of Law Firms, Advisers and PR Consultants to ensure what is most valuable to our clients remains intact.

Kaplan Professional

As one of the world's leading providers of lifelong education, Kaplan helps over one million students achieve their educational and career goals each year.

Opex

Let us help you build and sustain a future proof technology platform to underpin your AFSL obligations and practice operations.

FinaMetrica

With expertise in risk tolerance profiling and the application to real business and client situations, FinaMetrica can help your business create clients for life.

Chant West

Chant West is a leading research, data and analytics provider offering a suite of premium services, insights and tools.

Atlas Outsourcing

The provision of high quality, engaging, compliant and cost-effective pre-packaged and tailored administrative services, ensuring reduced overheads and time efficiencies for our clients, resulting in their increased capacity to hold greater focus on the more profitable areas of their business.

Mills Oakley

A full service, national commercial law firm. 150 years young. Innovation and client focused.

CPC Group

CPC Group provides comprehensive plan writing support to construct compliant Statements of Advice that meets every client’s requirements.

ADK Paraplanning

Outsourced Paraplanning Helping Financial Planners Grow.

Adviser Logic

Take control of your practice with AdviserLogic Award-winning financial planning and practice management software.

Holley Nethercote

Holley Nethercote provides both legal and non-legal services to our clients so our clients can ‘get it right the first time.

K&L Gates

At K&L Gates, we foster an inclusive and collaborative environment across our fully integrated global platform that enables us to diligently combine the knowledge and expertise of our lawyers and policy professionals to create teams that provide exceptional client solutions. We marry process with vision, success with dedication, and method with passion.

Plan Focus

Building tomorrow’s advice systems, today We build advice ecosystems connecting apps and vendors into a cohesive flowing financial network. Free your advisers to focus on what’s important.

Catalyst Compliance

Catalyst Compliance is a niche provider of compliance and back office services to Australian Financial Services Licensees.

Seaview Consulting

Understand, Enhance, Realise. We are strategic business advisers who help owners to overcome their business challenges, to achieve their goals and exit on their own terms.

Assured Support

Assured Support was built by industry insiders to provide advisers and licensees with innovative, un-conflicted and effective compliance support.

Remuneration Strategies

Remuneration Strategies provides hands-on advice on all aspects of remuneration design, including fixed remuneration, short term incentives and long term incentives.

Education Partners

Dexus

Creating spaces where people thrive.

AIA

We’re committed to making a difference in people’s lives. With our strong financial foundation and innovative insurance solutions, we’re able to partner with you throughout your life’s journey. Because the healthy choices you make today add up to a better tomorrow.

Allan Gray

At Allan Gray, our philosophy is simple: to take a contrarian approach, apply it consistently and invest for the long term.

Blackrock Investment Management

BlackRock is a global investment manager, serving the Australian market with a commitment to helping more and more people plan for their financial future. No matter what your goals may be, at BlackRock, we are invested in you.

Fidelity International

Fidelity is an active fund manager that focuses on bottom up global research. With one of the largest buy side research teams in the world, we have a unique ability to identify investment themes and ideas across different market cycles.

First Sentier

World-leading provider of specialist investment capabilities.

Generation Life

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

Investors Mutual Limited

Investors Mutual Limited (IML) is a specialist Australian Equities Fund Manager, established in 1998. The IML team applies a conservative quality and value-based investment style with a long-term focus and aims to deliver consistent returns for clients.

JP Morgan Asset Management Limited

J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries.

Magellan Asset Management Limited

We are experts in global investing and invest in the world’s best companies to grow and safeguard the wealth of our clients.

Yarra Capital Management

We are a leading active and independent Australian fund manager with a strong heritage in the local market. We offer our clients access to a range of actively managed fundamental equity, fixed income and multi-asset capabilities.

Pendal Group

Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management.

Perpetual Limited

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Platinum Investment Management Limited

One of Australia’s most trusted international investment managers.

Robeco

Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds. Research lies at the heart of everything we do, with a ‘pioneering but cautious’ approach that has been in our DNA since our foundation in Rotterdam in 1929. We believe strongly in sustainability investing, quantitative techniques and constant innovation.

Schroders Investment Management

At Schroders, asset management is our business and our goals are aligned with those of our clients to create long-term value.

TAL

We're committed to contributing to a better future for all Australians.

UBS Asset Management

We’re reimagining the power of investing and connecting people for a better world.

Zurich Life

Zurich is one of the world’s most experienced insurers. Our customers choose Zurich to protect the people and things they love because they value our knowledge, expertise and financial stability.

Zurich Australia Limited

For 100 years, Zurich Australia & New Zealand has combined global expertise with local care to provide leading wealth and insurance solutions for our customers. We are passionate about our purpose to ‘create a brighter future together’ and use our resources to contribute to the communities in which we serve.

Copia Investment Partners

Partnering For Prosperity. For investment managers, we offer the opportunity to prosper. For investors, we offer investment opportunity.

PIMCO

For more than 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view.

BT Financial Group

We are committed to constantly seeking ways to help our customers and their families prepare for their best financial future.

Pinnacle

Pinnacle one of Australia’s largest and most diverse multi-affiliate investment management firms. We strive to deliver impactful outcomes for our clients by providing our global network of asset managers the optimal environment to achieve investment excellence.

MLC Asset Management

Protecting you sits at the very heart of everything we do, which is the reason we partnered with one of the world’s leading life insurers.