Supporting and connecting the Community with the expertise across our broad range of Education and Business Partners.

Alexander Funds

Alexander Funds is a specialist boutique fund manager that was established to give retail and wholesale investors access to opportunities in the fixed income credit markets that wouldn't typically be available to them either directly or via larger institutional funds.

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Allan Gray

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

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BT Financial Group

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

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Capital Group

Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity, and fixed income investment strategies for different types of investors. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research, and individual accountability.

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ClearBridge

ClearBridge Investments is committed to delivering superior risk-adjusted investment performance through authentic active management and ESG integration. As at 30 September 2022, ClearBridge Investments manages US$145.6 billion in assets globally across a suite of equity strategies and solutions covering a range of asset classes and investment styles.

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Copia Investment Partners

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

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First Sentier

World-leading provider of specialist investment capabilities.

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Franklin Templeton

Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialisation on a global scale, bringing extensive capabilities in equity, fixed income, multi-asset investment options and alternatives.

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Generation Life

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

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GQG

GQG is a boutique investment management firm that manages global and emerging market equity portfolios for institutions, advisors and individuals worldwide. GQG is a wholly owned subsidiary of GQG Partners Inc., a majority employee-owned company that is listed on the Australian Securities Exchange (ASX:GQG).

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Hub24

HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice.

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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.

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Mason Stevens

On top of offering superior platform technology, we focus on empowering financial advisers to deliver on their clients’ investment objectives. We do this by partnering with advisers to provide access to a truly universal offering including global investments, contemporary investment solutions, and unique insight to a range of investment options.

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Millbrook Group

Established in 2005, Millbrook Group is a leading Private Credit fund manager operating in Australia, specialising in providing investors with Property Credit investment opportunities in Mortgage Funds secured by Property. We offer investors a reliable avenue for generating attractive risk adjusted income, whilst preserving their capital. Funds are available in both retail and wholesale formats. At Millbrook Group we are committed to protecting and growing our investors wealth, guided by our unwavering dedication to excellence and integrity.

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MLC Asset Management

Clients have trusted us to manage their investments for over 35 years, and we have a strong history of innovation and growth. We have evolved from the pioneer of the multi-manager investment approach in Australia, to a provider of a broad suite of investment capabilities across a range of multi-asset and single asset classes and our commitment to continuous improvement remains.

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Natixis

Natixis CIB Australia offers clients in Australia a full range of expertise in advisory, arranging, underwriting and financial engineering, delivering financing solutions through the debt, bond, and securitization markets for our clients.

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Netwealth

Netwealth was created with an entrepreneurial spirit to challenge the conventions of Australia’s financial services. We are a technology company, a superannuation fund, an administration business. Above all we exist to inspire people to see wealth differently and discover a brighter future.

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Neuberger Berman

Neuberger Berman’s singular purpose is to deliver compelling investment results for clients over the long term, driven by a culture of deep fundamental research, the pursuit of investment insight and continuous innovation. From offices in 39 cities across 26 countries, Neuberger Berman manages over US$500bn in equity, fixed income, private equity and hedge fund strategies on behalf of investors worldwide.

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Perpetual Limited

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

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Platinum Investment Management Limited

One of Australia’s most trusted international investment managers.

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Qualitas

Founded in 2008, Qualitas is one of Australia’s leading alternative real estate investment managers. With committed capital of A$8.9bn1, we help our partners realise their vision and deliver attractive, risk-adjusted returns to our investors.

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Realm Investments

Realm are a market leading Australian based Credit and Fixed Income Manager with a 12 year track record

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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.

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UBS Asset Management

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

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Warakirri Asset Management

Warakirri is a multi-boutique asset management firm established in 1993 with specialist investment offerings across multiple asset classes, including agriculture, domestic and global equities, cash and specialised U.S real estate. Warakirri’s equities offerings provide access to a range of ethical investment options and in partnership with Flinders Investment Partners, to small cap equities.

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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.

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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.

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Other services:

Community Membership

Community Membership

Governance Support

Governance Support

Education and Engagement

Education and
Engagement

Licence Application & Transition Support

Licence Application & Transition Support

Scale

Scale

Advice and Technical Support

Advice and Technical Support